Please note that the JurisFinance module must be activated in the edition in order to to benefit from this functionality.
Permissions to your access profile are required to perform the following steps.
We invite you to validate your access with the administrator of your software.
Impact in the software when the functionality is activated
Three relevant permissions (not enabled by default) are added in the user profiles:
Finance / Wire transfer
Manage Desktop window / Display the Bank Transfer section
Matter / Preferences Tab / Displays the Wire Transfer - Payment Methods section, WITHOUT the Payer Information sub-section
Finance / Preauthorized withdrawals - Bank Information
Matter / Preferences Tab / Displays the Payer Information sub-section in the Wire Transfer - Preauthorized withdrawal informations
If the Wire Transfer permission is not enabled, the Wire Transfer - Preauthorized withdrawal informations does not appear at all
Finance / Preauthorized withdrawals - Processing
Finance tab / Collection family / Display the Preauthorized withdrawal function
JurisÉvolution's Preauthorized withdrawal is a computerized payment that allows you to transfer funds in batches from different bank accounts (of your clients) to your bank account through a financial institution.
Before the PAW is implemented and used in the software, it is important to mention that an agreement must be made with the referring financial institution in order to make this type of withdrawal. In fact, it is the latter that will provide you with all the numerical references essential to the configuration and processing of the transfers.
Pre-use settings