Committee Education

@RobertaChase reopened the Stump-A-Mind challenge - you can find it here: https://90minds-com.socialcast.com/messages/35579565?ref=stream

I put up my first ""new Sage PR Subscription"" Direct Deposit process with a customer two months ago and have learned quite a few things along the way that weren't outlined in the Getting Started guide. (Sage has updated its guide). I'm attaching a short ""tips"" guide to and Sage's latest Getting Started guide. Biggest differences are 1. User needs to apply and then ACTIVATE his/her DD before attempting DD. 2) Set up is easier because there is only one DD bank screen to fill out, but the information is filled out a little differently. 3. Pre-note approvals are done thru the ""synch"" process rather than running the approval register (or manually changing it). 4. Sage will take the file, rather than the user needing to send it to the bank.

@RobertaChase great write-up thank you. Could you please post it to the challenge? If I post it has my info associated with it. Just click this link and the copy over the above and file attachments. Thanks! https://90minds-com.socialcast.com/challenges/4601

Very nice Roberta!

I hope I did this correctly the second time! Moira--can you check?

Looks great @RobertaChase