1. Access My Payment Settings
First, navigate to My Payment Settings within the left hand menu.
2. Initiate Bank Account Addition
Next, click on Add Bank Account.
3. Enter your Payment Method Type
Enter your bank account's nickname.
4. Specify your Bank Name
Enter the name of your bank.
5. Select your Account Type
Next, click on the Account Type drop-down and select the type of account you are setting up.
6. Enter your Bank Routing Number
Then, fill in your bank's Routing Number.
7. Re-Enter your Bank Routing Number
Fill in the Routing Number again to verify accuracy.
8. Input your Bank Account Number
Next, enter your Bank Account number.
9. Re-Enter your Bank Account Number
Fill in your Bank Account number again to confirm accuracy.
10. Confirm Authorization
Click the check box to finalize your direct deposit consent.
11. Create Bank Account Profile
Next, on the bottom right corner, click the button that reads Create to confirm.
12. Request Verification Passcode
Click Send Passcode to receive a security code for account verification.
13. Enter the Verification Passcode
Next, enter the verification code.
14. Verify Passcode Entry
Click Verify to confirm the passcode and complete verification.
15. Save Direct Deposit Settings
Make sure you select Direct Deposit as the method of payment and click Save.
Optional: If you would like to split your payments select an account then check the box for Use Multiple Payment Methods. Otherwise, skip this step.
When choosing Send the payment via:, make sure to pick your primary account. Below this, you have the choice to select where any remaining funds should be sent, if applicable. You may choose to send a dollar amount or percentage of payment to a secondary account, or check.
Tip: When necessary, choose the payment method you prefer for Reimbursement Payment Settings.
16. Send Second Verification Passcode
Click Send passcode to receive another security code for final confirmation.
17. Complete Verification
Click Verify to confirm the second passcode and complete your direct deposit setup.
Your choice will apply to all of your GreenSlate projects and be effective on your next payment that is processed.
Why Might Payments Default to Paper Checks Instead of Direct Deposit?
When payments are issued, they may default to paper checks instead of direct deposit for several reasons. Understanding these scenarios and how to address them can help ensure timely and accurate payment delivery.
Common Reasons for Paper Check Issuance
User Preference for Paper Checks: If you select paper checks as your payment method, your payments will be issued and mailed accordingly.
Incomplete Direct Deposit Setup: If direct deposit information is entered but not fully completed or saved, the system will default to issuing a paper check. Ensure that all required fields are filled out and the setup is saved to activate direct deposit.
System Overrides from Third-Party Imports: When payment details are imported from third-party systems (e.g., RABS or Everyset), these details may override your existing direct deposit settings in GreenSlate. If the imported details do not include direct deposit information, payments will default to paper checks until you update and sync your payment settings for the project.
Set up the account through Plaid
Step 1. Click Continue.
Step 2. Select your bank, enter your credentials, then click Submit.
Step 3. After choosing your account, click Continue.
Step 4. Add Nickname
Nickname the account and check the authorization box, then click Create. Repeat Steps 1 through 4 to add an account.
Note: As a safety feature, Chase returns a "tokenized" account number rather than your actual account number when adding your account via Plaid.
To delete an account, Click Delete from the Actions drop down menu to the left of the account you would like to delete.
Add a new account if needed and update the Payroll Payment Setting as needed to reflect the correct payment method then click Save.
That's it. You have set up direct deposit in Greenslate successfully. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.