Enable Roles in darwin Cloud

1. Click Security menu
2. Click Roles
3. Choose a role to allow do the eChecks
4. Click actions tab
5. Check off Payables > Pay bills > Allow eChecks
   • once checked off it will be appear on selected category
6. Click save

Settings

1. Click Settings menu
2. Click Setup
3. Click application settings tab
4. Search for eCheck
5. Enable eCheck Billing in darwin set to True
6. Price per transaction paid by echeck in darwin set to $0.50
7. Click save

Company

1. Click Company menu
2. Click Notifications
3. Ensure Notify payee when eChecks is available is set up correctly
   • should be active
   • send by email should be checked off
   • schedule should be set correctly

Ledger

1. Click Ledger menu
2. Click Chart
3. Choose company from the dropdown
4. Choose bank account and click edit

5. Choose MICR Format 1 (include check serial number) from the dropdown
6. Enter bank account number
7. Enter routing number
8. Enter bank name
   • MICR preview will show
9. Click save

Bills

1. Click Bills menu
2. In Enter bills, click new
3. Choose company from the dropdown
4. Using the magnifying glass button, choose vendor
5. Click start new

6. Click click here to add a new row
7. Choose office agent
8. Choose account
9. Enter description
10. Enter amount
11. Click post

Pay bills

1. Click Bills
2. Click Pay bills
3. Click search
4. Choose company from the dropdown
5. Enter necessary information needed
6. Click search

7. Click pay by eCheck tab
8. Choose bank account
9. Select  the voucher to be paid
10. Click write check

11. On the pop up window, click yes

E-Mail

1. From user's email a message from Darwin Notification with subject line Payment from (company name) will be received

2. From the body of the e-Mail, user can click on the hyperlink print eCheck

3. eCheck View System will open on a new tab
   • transaction details will show

4. Click https://darwin.cloud/echeck-verify

5. eCheck Verification System will open on a new tab
6. Enter check number
7. Enter Payee's name
8. Enter amount
9. Enter Routing Number
10. Enter Account Number
11. Click Verify
12. Once verified, a message "This Check is valid and it is registered in our system." will show on the screen