Alfie will automatically create a company contact record for you where you can manage your company account preferences along with disbursements and other agency details.
When you first set up Alfie you will need to ensure that you add in your agency details within your agency contact.
Agency Details
You can find your agency contact via Contacts or search your company name in the Global Search Bar.
Once you are in your Agency Contact record there are a few things that you will need to set up.
Firstly you will need to enter your:
Business Details
ABN - Australian Business Number
ACN - Australian Company Number
Email Address
Phone Number
Payment Method
Once you have completed the basic details you can set up a Payment Method that is used for any company outgoing payments from your Trust Account.
To Add your Payment Method you can follow the below steps:
Go to Disbursement Preferences from the mini menu in the contact
Select Add New Payment Method
From the drop-down select your preferred method
Add in the details relevant to your payment method
Click Add Payment Method
Disbursement Preference
After selecting your payment method you can set up your disbursement preferences.
As this is just for payments going to your operating account we can set this to 100%.
Go to Disbursement Preferences
Select the pencil icon in the top right corner of the section
From the drop-down select your Payment Method
Select Percentage amount
Enter in 100% as your split value
Click Save
