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Succession Planning

Ensure a successful pass-off of responsibilities

Caroline Hilton avatar
Written by Caroline Hilton
Updated over 8 months ago

A key part of setting up your financials within Enrollsy is to ensure that you record necessary information for future financial employees. In the event that you move to a different role and a new person takes over managing Enrollsy financials, we want to make sure the transition is smooth sailing.

Information to Record

Merchant Account Portal Access

Merchant account logins are set up with individual's information, so if you need to grant someone else access to the TillPortal and Speedchex, please follow these steps:

TillPayments (Credit Card) Portal

If you need to add someone else to your account, please send the following information to us-support@tillpayments.com for each person to whom you would like to grant access:

  • Full name

  • Email address

  • Time zone

  • MID (Merchant ID, which you can find on your statements or in your welcome email)

Till will send out invitations to log in to the portal.

You can log in to the Till Merchant Portal here.

Speedchex/ACHQ (Electronic Check) Portal

If you need to add someone else to your account, please send an email to onboarding@achq.com and request access.

You can log in to Speedchex here.

Financial Process

We highly recommend taking time to record your financial process, including how to reconcile your account and which reports to utilize. Every company has different needs, so every company accomplishes this differently. We will be able to assist through by chatting in, emailing us, or looking through our resources, but we won't know exactly what your accounting needs are.

Enrollsy Resources

Ensure that you familiarize your company's financial employees with Enrollsy's financial resources. This reference can be their go-to guide as they are learning the system.


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