Set Up Direct Deposit Services for Sage 100
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Resolution

Before you begin

Note: To enable Direct Deposit Services, you must have a current Payroll Subscription Plan and install Sage 100 2015 PU 4 or PU 5, Sage 100 2016, or a later version.

Apply for Sage Direct Deposit Services

Note: If you process payroll for multiple companies, submit a separate application for each Sage 100 company.
  1. Open Payroll, Setup, and Payroll Options.
  2. Select the Direct Deposit tab.
  3. Click the application link.
  4. Complete all required application fields.
  5. Click Print to keep a copy of the application.
  6. Click Submit.
Note: For application assistance, contact 866-237-4489.

Enable Direct Deposit Services

After Sage approves and activates your account, enable the service and enter your updated product keys.
  1. Open Payroll, Setup, and Payroll Options.
  2. Select the Direct Deposit tab.
  3. Select the Require Direct Deposit checkbox.
  4. In the Direct Deposit Interface field, select Sage 100 Direct Deposit Service.
  5. Click Accept.

Process payroll with Direct Deposit Services

  1. Follow the Getting Started Guide here for setup, payroll processing, and synchronization instructions.

View training resources

Watch a training video for more setup information.
  1. Sign in to www.sageu.com.
  2. Search for Sage 100 - Introduction to Sage Direct Deposit Service.
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