The Banking module allows you to manage various digital wallets and card services integrated with the system. These functions are used to add, edit, and link different types of wallets for client payouts and collections.

Video tutorial

Learn More: For a visual guide on how to set up a Wallet for a Payout to a Client, Watch the Video Link - https://www.youtube.com/watch?v=s30yNcMlc5s

Wallet Functions and Navigation

Below are the primary wallet-related functions and the navigation path to access each one.

To Perform This Action...	Navigate To...	Documentation
Add an Allps eWallet	Client Administration > Search for an Existing Client > Edit Client > Banking > Add a New Wallet	Allps Wallet
Edit an Allps eWallet	Client Administration > Search for an Existing Client > Edit Client > Banking > Edit Wallet	Edit Allps Wallet
Add a FEZA Card	Administration > Search for an Existing Client > Edit Client > Banking > Add a New Wallet	FEZA Cards
Link an Allps Wallet	Client Administration > Search for an Existing Client > Edit Client > Banking > Edit Wallet > Edit Linking Fields	Link Allps Wallet
Add an Amber Wallet	lient Administration > Search for an Existing Client > Edit Client > Banking > Add a New Wallet	Amber Wallet

Important Notes

When working with wallets and cards, please be aware of the following rules:

• Required Fields: Throughout these screens, any field highlighted in yellow and marked with a red asterisk ( * ) is a required field. You must enter valid information in these fields before you can save your work.
• Cash Access Cards: A Tracer Number is mandatory for all Cash Access card transactions.