Once Off Setups
Before integrating
with Amber for payouts, ensure the following one-off configurations are
completed in MAXMONEY. To grant users access
to manage and view payout instructions, enable the following resources in their
roles: Navigate to: Enable the following resources:
A financial ledger
must be set up for the Amber merchant account to track payout
transactions. Video
tutorial: For a visual guide on setting up the
Financial Ledger & Event, watch the video:
Setup the Financial Ledger: Navigate to:
Complete the fields
:
For RTC External Transfer:
Enter the pocket account GID.
For Cash Access and Internal
Transfer:
Enter the main account GID.
Amber Service Type:
For Cash Access: Select
Convenience Card Transfer
For Internal Transfer:
Select Convenience Card Transfer
For RTC External Transfer:
Select RTC Transfer
A financial event must
be configured specifically for Amber payouts.
Navigate to
:
Complete the fields :
Link the Amber payout
event to the relevant cash box(es) to ensure that cashiers have access to this
payout type.
Navigate to: Action: Select the relevant receipt and payout events
(events are in alpha-numerical order by description) and click theSave button. Configure the general
settings for MaxCollect to align with the Amber integration.
Navigate to: Complete the fields: A CSP (Collection
Service Provider) User must be set up to enable communication with Amber.
Video tutorial: For a visual guide on setting up the
CSP User, watch the video: This section applies
to older or legacy Amber integration methods. Navigate to: Complete the fields: This section applies
to newer Amber integration methods utilizing REST APIs. Navigate to: Complete the fields:2. MAXMONEY
Setups
2.1 Resources
Setups - Security - Roles - Edit.
Manage Payout Instructions
View Payout Instructions 2.2 Ledger
Setups - Accounting - Financial Ledgers:
6800-000x (replace
x with your specific ledger number).Description = Amber Merchant Bank Account
Control Account Type = Bank
Sub-ledger
Financial Report = Statement
of Financial Position
Display in Financial Category =
Bank Control Account
VAT Type = None Merchant CSP = AmberMerchant Account Number - Obtain this from Amber.
Merchant Branch Code = 410600Merchant Account Type = SavingsMerchant Reference - Obtain the GID (Global
Identifier) from Amber.
2.3 Event
Setups - Accounting - Financial Events.
Description = Amber Pay-out Transaction Description For Cash Access : Amber Cash
Access Pay-out For Internal Transfer : Amber
Internal Transfer For RTC External Transfers : Amber RTC External Transfer
Dr =
1000-0000 Capital Out (Debit:
Capital Out)
Cr = 6800-000x Amber Merchant Bank Account
(Credit: Your Amber Merchant Bank Account ledger)
Event Attribute =
Payment to Client
Bank Account
2.4 Cash Box
Setups -
Branches - Cash Boxes - Edit Cash Boxes - Financial event
Tab .
2.5 MaxCollect
General
Setups - MaxCollect - General.
Mode = Basic Preferred CSP = SureSystems
2.6 CSP User
2.6.1 CSP User (Legacy)
Setups - MaxCollect - CSP Users.
User = The MaxMoney user who will be logging
in. Branch = The branch where the user works.
CSP Username - Obtain this from Amber.
Password - Obtain this from Amber. CSP = Amber Enabled = Tick this checkbox. CSP Super User = Do not tick this checkbox. 2.6.2 CSP User (RTC - Real-Time Communications)
Setups - MaxCollect - CSP Users.
User = The MaxMoney user who will be logging
in. Branch = The branch where the user works.
CSP Username - Obtain this from Amber.
Password - Obtain this from Amber. CSP = Amber Enabled = Tick this checkbox. CSP Super User = Do not tick this checkbox. Use Amber REST = Tick this checkbox.