ePolicyManager makes it easy to streamline your firm's efficiency and stop cutting manual checks.
- Users will need permission to use Policy Payment and ePolicyManager.
Portal Owners or Admins can enable users by managing their permissions in the My Account section on thefund.com. Learn more about enabling access to Fund Software & Integrations. - Enter the ACH Transition Date Month, Day and Year to indicate when your firm will be ready to make the switch to ACH online payments. Only invoices created after the ACH Transition Date will be eligible for online ACH payments.
- Click the Update Date button.
A loading screen will show while the system sets your transition date. - Select invoices to pay and start remitting today!
