RapidPay - Getting Started

23/09/2021
Knowledge

How To

LEAP and RapidPay have partnered with several data providers to provide you with direct access to your bank data within LEAP.

Please refer to the following financial institutions which will direct you to the activation steps relevant to your banking institution.

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Please ensure you set up an Office and a Trust account in LEAP first, click here to set up.

Watch the video below for information on enabling your bank data in LEAP.

Westpac Bank and ANZ Bank

LEAP and RapidPay use SISS Data Services to enable direct bank data feeds for Trust Bank Reconciliation and Auto Receipting of EFT payments.

These instructions are relevant to the following institutions:

Westpac Bank
ANZ Bank

To enable bank data for Office and Trust accounts, please verify your bank accounts via LEAP and via your online banking:

Go to Menu > Settings > Application Settings on the LEAP Matter List.
Select Integrations and under RapidPay, select Bank Verification.

You should verify the Office and Trust accounts linked to RapidPay, it is not necessary to link any additional accounts.
Select Verify next to the relevant account record.
Select Next.
Follow the instructions to Click to download the account verification forms.

The Bank Data Authority Form will save to your computers ‘Downloads’ folder.
Follow the steps on the form to log in to your online banking and enable bank data.
Ensure you complete this process for both your default Office and default Trust accounts.

Once you have enabled your data in LEAP and via your online banking there is nothing else you need to do. Your bank data will be loaded into LEAP within 2 business days.

St George Bank, Commonwealth Bank, National Australia Bank, Bank of South Australia, Bank of Melbourne, Bank of Queensland, Bendigo Bank and Rural Bank

LEAP and RapidPay use SISS Data Services to enable direct bank data feeds for Trust Bank Reconciliation and Auto Receipting of EFT payments.

These instructions are relevant to the following institutions:

St George Bank
Commonwealth Bank
National Australia Bank
Bank of South Australia
Bank of Melbourne
Bank of Queensland
Bendigo Bank
Rural Bank

To enable bank data for Office and Trust accounts, please verify your bank accounts in LEAP. You will be directed to download, complete and return bank data authority forms for your default accounts to support@rapidpay.com.au:

Go to Menu > Settings > Application Settings on the LEAP Matter List.
Select Integrations and under RapidPay, select Bank Verification.

You should verify the Office and Trust accounts linked to RapidPay, it is not necessary to link any additional accounts.
Select Verify next to the relevant account record.
Select Next.
Follow the instructions to Click to download the account verification forms.

The Bank Data Authority Form will save to your computers ‘Downloads’ folder.
Complete the PDF form.
Return the completed PDF form to support@rapidpay.com.au.
Ensure you complete this process for both your default Office and default Trust accounts.

Once you have enabled your data in LEAP and via your online banking there is nothing else you need to do. Your bank data will be loaded into LEAP within 2 business days.

Macquarie Bank

LEAP and RapidPay have partnered with Macquarie Bank to enable direct data feeds for Trust Bank reconciliation and Auto Receipting of EFT payments.

If you have linked your facility number to RapidPay’s Controlled Monies automation feature, enable bank data for your Office and Trust accounts by completing the following:

Go to Menu > Settings > Application Settings on the LEAP Matter List.
Select Integrations and under RapidPay, select Bank Verification.

You should verify the Office and Trust accounts linked to RapidPay, it is not necessary to link any additional accounts.
Select Verify next to the relevant account record.
Select Submit.

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If you have not linked your facility number to RapidPay's Controlled Money Automation, please contact support@rapidpay.com.au.

All other institutions

All other institutions require manual verification. Please contact us at support@rapidpay.com.au for assistance to verify your accounts manually.

Last Modified Date

23/09/2021 12:49 pm

Title

RapidPay - Getting Started

URL Name

Get-started-with-RapidPay

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