You can manage and generate direct debit files in Access Financials.
The direct debits module must be enabled on each database. Contact your Customer Success Manager (CSM) or account manager to enable it.
Security
Follow these steps to assign the required security permissions for direct debits:
Click System then click Security.
Click Profiles, then click the relevant profile.
Click the eye icon to open the profile, then click Edit.
Find the permissions in Debtors then Transactions.
Select the relevant permissions then click Save.
This makes the direct debit menu available in Debtors. The security row set determines which sub-menu items are displayed.
Configure direct debit settings
Review and configure the following settings as needed. Follow these steps:
Click System then click Options.
Click Sales Ledger Options then click Direct Debit.
Click Edit and make the required changes.
Click Save.