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How do I send funds as a Direct Deposit?

Funds that are sent from an Income Source account can be coded as Direct Deposit by performing the following steps: Create an Income Sour...

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Written by Sigal Weiner
Updated over 3 weeks ago

Funds that are sent from an Income Source account can be coded as Direct Deposit by performing the following steps:

  1. Create an Income Source account by clicking on the + sign at the bottom of your map to create a new item and choose Income Source account or click on an existing Income Source account.

  2. Click the + and drag the line to the account you wish to sends funds to

  3. The rule window will open up and allow you to fill in the specifics of of your rule

  4. Click the Settings gear in the top right corner

  5. Flip the Mark as Direct Deposit switch

  6. Click Save to save the rule

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