Bank integration works by using assigned Identifying numbers to route incoming payments through the three levels listed below. It is critical to the proper functioning of the integration that the Management Company ID and Association ID numbers in eUnify match the numbers at the Bank.


  • Level 1 -  Management Company ID - This number will typically be the same for all Associations within the Management Company and cannot be changed. 


  • Level 2 -  Association ID - This number is typically assigned to the Association by the Management company. 


NOTE- Before you begin the Bank Integration process, it is important that you communicate with your Bank to determine their specific requirements for the Association ID number. This number is generated automatically when the Association is set up in eUnify, but can be modified if needed. 


To view or edit the eUnify assigned Association ID number navigate to Association > Manage Association page, Integration Tab.



  • Level 3 -  Owner Account number. This number is assigned by the Management Company and not applicable to the initial set up. 


Step 1. Navigate to Banking > Manage Bank Account. 

 

Step 2. Use the Search filters to locate the bank account you need to verify. 


  


Step 3. Click the Pencil icon to open the record. 


 


Step 4. In the Bank Integration section, click the Verify Account button.