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NSF Checks Setup

Distributor steps for setting up NSF (bounced) check handling in Encompass: create NSF Check and NSF Check Fee non-inventory products and their income account maps. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

This process requires configuration of Accounts for the creation of Income Account Maps, if needed.

Steps

How to create non-inventory NSF Check & NSF Check Fee Products
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  1. Using Universal Search, navigate to the Products table
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  2. Click the Product Type column header and filter to display Non-Inventory products
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  3. Once you have identified a Non Inventory Product to copy from, click the action Arrow to view the Non-inventory Product record
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  4. Click the Sub Tables button and select the Copy Products link
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  5. Enter values to all required and applicable optional fields displayed in the New Products and Sub Tables to Copy section of the form and click the Copy Record button when complete
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    a. Be sure to enter a new value to the Product Name field - commonly, this is NSF Check and NSF Check Fee
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    b. In the Sub Tables to Copy section - consider if Income Account Maps should be copied or created new for these products
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How to create Income Account Maps
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  1. Using Universal Search, navigate to the Products table
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  2. Search for a product by clicking the Product Name column header and filter to display the NSF Check or NSF Check Fee product
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  3. Click the action arrow to view the NSF Check or NSF Check Fee product record
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  4. Click the Sub Tables button and select the Income Account Maps link
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  5. Click on Add Income Accounts and enter values to all required and applicable optional fields displayed in the New Income Accounts form and click the Add Record button when complete
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    a. Required fields include Company and Income Area
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    b. The Income, COGS, Discount, Participation, Participation AR, Deposit Income, and Deposit Cogs Accounts are being pulled from the Accounts Table

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