For a realistic trial experience, email Rich (see “Contact Us” on right) the names, phone numbers, and email addresses of those you wish to have PayPort access. Please indicate one or more of the following roles for each individual:
Catalog Manager - Sets up and manages catalogs plus customizes back-end settings.
Financial Officer - Views, exports and prints financial data.
For initial clerk (cashier) training and for checking back-end processes, conduct mock transactions and encourage Financial Officer(s) to run fiscal reports in the beta environment.
Ready to begin accepting payments? Request a Service Level Agreement (SLA) and⁄or an SLA Addendum and review the document(s).
Have your pertinent state⁄county⁄city officials sign the SLA and⁄or Addendum.
Provide Access Idaho with your county or agency bank information (deposited funds require bank routing and account numbers, bank name, and account type).
Call Rich (see “Contact Us” on right) for online billing reports training.
Set up your all your clerk stations with the live version of PayPort.
