Agency Master

This process will allow you to add agencies for the names of Employers, Banks, Doctors, etc. After setting up agencies, printing Verifications will become a more efficient process. 

NAVIGATION: MAINTAIN menu > Income/Deduction Tables > Agency Master

1. Agency Name: Enter Agency Name, i.e., Walmart, PNC Bank, etc.
2. Name Line 2: Enter Name Line 2, if applicable, i.e., Walmart Titusville 
3. Address Information: enter the following address information:
   1. Address Line 1
   2. Address Line 2
   3. City, State, Zip Code
   4. Phone Number
   5. Fax Number
4. Contact Information: enter the contact name and email address, i.e., [email protected]
5. FILTERS tab
   1. Select the appropriate Income, Asset, or Expense Type.
   2. By making a selection in this screen, the system will only use the Agency when that type of Income, Asset, or Expense is used.
6. Click SAVE

12/2023

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