Are refund/void details written back to our management system if the ePayPolicy account is integrated?
At this time, refund details as well as bounced ACH payments, are not written back into any management system that is integrated with an ePayPolicy account. The ePayPolicy dashboard would hold the refund/void information there for you to view. FinancePro integrations are the exception to this rule, and ONLY voids will auto-sync from the ePayPolicy d...
How to Cancel an AutoPay Cycle in the ePayPolicy Dashboard
For an agency staff member to cancel AutoPay, they can: Login to their ePayPolicy dashboard at https://app.epaypolicy.com/ Navigate to the AutoPay tab on the right side menu of the dashboard Select the AutoPay cycle Click Cancel Note Dashboard users must have the "Can Manage Scheduled Payments" permission to be able to cancel AutoPay cycles. For...
How to import ePayPolicy Transactions into AMS360
Cash receipts will be applied to paid invoices when your accounting staff uploads the ePayPolicy transaction report into the AMS360 payment import feature. This way all cash receipts will be applied at once, reducing manual accounting work. Login to your dashboard at app.epaypolicy.com . Go to the “Batches” page, and select the batch ID# for the b...
Enabling "Imported Deposits with Cash Receipts"
Learn how to quickly configure permissions and bank settings for automated deposit importing in AMS360. This article will guide you through the process of adjusting the Application Catalog and setting employee bank authorizations within your AMS360 instance. With our step-by-step instructions, you'll be able to efficiently allow automated deposit i...
How to configure ACH & Credit Card fees in FinancePro
1. Navigate to Settings 2. In the "Quoting & Account Management" section, select State Settings 3. Log in to each state in which the finance company operates 4. Within each state, the finance company must configure the appropriate fees for each account type (commercial and/or personal) The fields requiring updates, where fees should be config...
How to configure ePayPolicy with Momentum AMP by NowCerts
1. Contact ePayPolicy Support to have your Momentum AMP by NowCerts Impersonation Key generated. 2. Log into the Momentum AMP Agency Portal. 3. Navigate to your profile under the Momentum AMP Agency Tab. 4. Click on "Profile" in the drop down menu. 5. Once your profile loads, navigate to and click on "Configure API". 6. Locate the "ePayPolicy" s...
What’s AgencyOne?
AgencyOne is Vertafore’s platform that brings together your Vertafore solutions, trusted partners like ePayPolicy, and your team into one connected experience. Agencies using AMS360 or Sagitta are able to access AgencyOne, and many already are. As a Strategic Orange Partner, ePayPolicy collaborates directly with Vertafore’s product and engineering t...
ePayPolicy and AgencyOne Configuration
To view real-time ePayPolicy transactions in AgencyOne, your Admin will need to complete two setup steps: 1. Gather the ePayPolicy Impersonation Key, and 2. Configure the key and users inside AgencyOne. Step 1: ePayPolicy Impersonation Key Follow these steps to gather the ePayPolicy Impersonation Key. Keep in Mind Only users with access to ePayPolic...