Enabling eUnify pay is a two setup process consisting of the following:
PART 1- Set up the payout bank account
PART 2- Enable eUnifyPay on the the portal
PART 1 SSetup the Bank Account
This process identifies the association's bank account to be used by the actual payout and also for the corresponding accounting deposit when the payout occurs.
Two steps are needed to complete the setup:
Specify the payout bank account
Specify the uManage bank account to use for the deposit
Specify the Payout Bank Account
Step 1. Navigate to eUnifyPay > Association Payout Setup
Step 2. Use the Search filters to select the Association you want to enable.
Step 3. Click the Setup hyperlink to initiate the process. This will open a new tab to complete the KYC (Know Your Customer) process. The KYC process verifies the association and EIN before proceeding to the bank account.
Step 4. eUnifyPay uses Stripe to manage the payment process. Follow the prompts to enter your email address and mobile number. This information is used for identification purposes and is remembered on subsequent Setups.
Step 5. Click continue to receive a confirmation message on your phone.
Step 6. Enter the confirmation code, when prompted, to proceed to the next step.
Step 7. Enter additional information, as requested.
Step 8. On the 'Select an Account for Payouts' page, click the 'Enter bank details manually instead' hyperlink. Click Save.
Step 9. Enter Banking information in the pop up window and click Save.
Step 10. Review the payout details for the association and click the Agree and Submit button to continue.
You will return to the Association Payout Setup page in uManage. Notice that the Payout Bank Account field is populated with the bank account you just specified.
Specify the uManage bank account to use for the deposit
Step 1. Click the Pencil icon to open the record.
Step 2. Select the correct Bank Account from the drop down menu.
NOTE- Only Association Bank Accounts with the “Deposit Allowed” box checked are available in the dropdown menu.
On this page, select the corresponding uManage bank account to use for the corresponding accounting deposit. Ensure the Active flag is checked.
Step 3. Check the Active box.
Step 4. Click the Save button to finalize.
The Deposit Bank Account should now be populated and this should match the Payout Bank Account. Additionally, both the Status and Active flags should be green. The payout bank is successfully set up!
PART 2 SSetup eUnifyPay on the Community Portal
Typically, eUnifyPay will already have been set as the default online payment provider. If this is the case then eUnifyPay is automatically enabled and active on the portal as soon as the association is created in uManage. If you are transitioning to eUnifyPay from another provider, submit a ticket to support to coordinate the movement of online payments to eUnifyPay.
IMPORTANT!- Portal setup can be done independent of the payout and can be done before the bank accounts are established. This allows you to begin taking online payments right away without having to wait for the bank accounts to be set up. Payments will accrue in eUnifyPay until the payout bank account is established for the association.
For more information about eUnifyPay, please refer to the link below for answers to Frequently Asked Questions.