Use these steps to ensure eligible receipts are properly posted to your AMS360 account.
Log in to the AndDone Payments Portal
On the payments dashboard you will have the option to view ALL Payments or POST RECEIPTS
Post Receipts will only include AMS360 payments
In the Post Receipts view, you will see a list of all receipts that are eligible to post to your AMS360 account.
All AMS360 payments will include the Vertafore logo on the transaction line and within transaction details
Select the payments that you would like to post by clicking on the box next to each transactions. Then click on Post Receipts to AMS360.
A pop-up box will appear asking you to select the Bank short name.
Your preferred Bank short name will be provided in the dropdown list to be selected.
Click Confirm to complete posting the selected receipts to AMS360.
After confirming, the selected receipts will be posted to your AMS360 account based on the bank short name you chose.
You can return to the ALL Payments or POST RECEIPTS views to continue managing your AMS360 payments.
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