Read below for details on how to connect your company’s bank account for AutoPay, ensuring seamless and hassle-free automated payments.
Bank Account Approval Notification
Once your bank account application is approved, you'll receive an email notification. After receiving approval, navigate to the “Settings” tab in the Take Command portal. Select “AutoPay”, then click on “Connect Your Bank Account”.
Bank Account Connection Options
Option 1: “Instant” Log into Your Bank Account with Plaid (Recommended)
Ensure your bank is listed among the institutions for instant verification and you have access to account statement you would like funds to pull from
Through an external pop-up form, enter your account details
Option 2: “Manual” Use Micro deposits Verification with Plaid
Use your account/routing number associated with standard ACH transactions (some banks have diÒÒerent inÒormation Òor wire transÒers, etcÄ)Ã
Once you have entered account details, hit “authorize”
The micro-deposit description in your bank account transactions will contain a three-letter code required to complete the process. When you return to your portal, you will be re-directed to the bank connection screen to enter the code.
Depending on your bank, deposits will hit your account in 1 2 business days
Troubleshooting Tips:
Error Messages:
If you encounter an error after entering your information, Avoid multiple attempts to prevent triggering our bank partner's fraud monitoring system, which may result in a temporary account freeze.
Important Note:
To ensure your bank funds your AutoPay holding account without issue, please share the ACH Company ID for Unit and TransPecos Banks with your bank to whitelist: ACH Company ID: 114094397. If you have any questions or concerns about this process, please reach out to us promptly