Migration Manager User ManualAccountingUsing Accounts Client/Trust AccountUsing BPAY - Adding BPAY information to Deposit Requests

Using BPAY - Adding BPAY information to Deposit Requests

Version Available: Released in MM Version 8.5.1

Migration Manager can be set up to enable BPAY as a payment service so your clients can pay invoices and make deposits using internet banking. Note that BPAY is only available to Australian organisations, for Invoices and Deposit Requests raised in AUD. Once you have enabled BPAY in Migration Manager for our Client or Trust Account, BPAY payment details can be set to appear on Deposit Requests.

1. Set up BPAY

If you have not already done so, you will first need to set up BPAY in the system preferences. For instructions on to set up BPAY for use in Migration Manager please see: BPAY Settings

2. Creating a Deposit Request with BPAY Payment Information

Once you have set up the BPAY Payment information in Migration Manager for the Trust or Client Account, you will be able to generate Deposit Requests with the requisite BPAY payment details. Note that the method in which BPAY details are added to a Deposit Request will depend on your BPAY CRN Generation and CRN Option settings.

2.1. CRN Option is set to Per Client and CRN Generation is set to Random

If the CRN Option is set to Per Client and CRN Generation is set to Random, Migration Manager will generate a BPAY CRN for each matter. This CRN will then be used on each Deposit Request that is generated for a matter. You can see details of the CRN that will be used for a Matter by looking on the Accounts Overview page of a matter - Enable BPAY will be ticked and the auto generated BPAY CRN for this matter will be displayed. Note that the check digit that appears at the end of the CRN field is part of the CRN.

When you generate a new Deposit Request, the BPAY CRN details will appear on the top right of the Deposit Request window. Because the preferences have been set to use 1 CRN for all Deposit Requests generated on the matter, the CRN which is shown on all of the Deposit Requests for this matter will be the same.

2.2. CRN Option is set to Per Client and CRN Generation is set to Unique

If the CRN Option is set to Per Client and CRN Generation is set to Unique, Migration Manager will not generate a BPAY CRN for each matter, but will instead provide a blank field where the user can manually record the CRN that they want to use for a matter. This manually entered CRN will then be used on each and every Deposit Request that is generated for this matter.

When you generate a new Deposit Request, the BPAY CRN details will appear on the top right of the Deposit Request window. Because the preferences have been set to use 1 CRN for all Deposit Request generated on the matter, the CRN which is shown on all of the Deposit Request for this matter will be the same.

2.3. CRN Option is set to Per Deposit Request and CRN Generation is set to Random

If the CRN Option is set to Per Document Request and CRN Generation is set to Random, Migration Manager will generate a BPAY CRN for each Deposit Request that is created, but will not have a Matter level CRN. On the Account Overview page you will only see an Enable BPAY option.

The BPAY CRN details will appear on the Deposit Request and will be auto generated and unique for each Deposit Request created.

2.4. CRN Option is set to Per Deposit Request and CRN Generation is set to Unique

If the CRN Option is set to Per Deposit Request and CRN Generation is set to Unique, Migration Manager will not generate a BPAY CRN for each Deposit Request that is created, nor will it have a Matter level CRN. On the Account Overview page you will only see an Enable BPAY option.

On the Deposit Request, there will be a blank field for the user to manually enter a CRN of their choice.

When you print a Deposit Request for a matter with BPAY enabled, by default the BPAY payment details will appear at the end of the Deposit Request.