Record payment account details for a resource

The Department can send payments to resource providers in several ways, such as mailing a check or automatic deposit. For each resource, record the payment information.

Follow these steps to record the payment method for a resource.

1. From the Home screen, click the Resource tab. The Resource Home Workload screen appears.

2. Click select for the resource you want to view. The Resource Overview screen appears.

3. Click Payment Information in the link menu. The Payment Information Details screen appears.

4. In the Payee Name field, enter the name of the person who receives the payment.

5. In the Payee Method field, select the method the Department sends payment to the resource.

6. Complete other fields on the screen as needed, based on the payment method.

7. Click Save. You are returned to the Resource Overview screen.