If your bookkeeping or accounting firm is supporting you to upgrade to Wagepoint 2.0, you can complete the checklist below to ensure there is no delay in your payroll processing.
If you are the Account owner (or both the Account owner and Authorized signatory):
1. Watch for an email with login credentials for 2.0. If you do not see this in your inbox, check your junk or spam folder.
2. Use the link in your email invitation to create a new password and log into your new 2.0 account
3. Agree to the Terms of Service and accept Invitation to connect to your bookkeeping or accounting partner's firm.
4. If you are also the authorized signatory, complete the PAD agreement:
- Navigate to Company > Banking
- Locate authorized signatory card and click Edit
- E-sign the PAD agreement (it will open in Adobe)
If you are the Authorized signatory:
1. Watch for an email with login credentials for 2.0.
- If you do not see this in your inbox, check your junk or spam folder.
2. Use the link in your email invitation to create a new password and log into your new 2.0 account
3. E-sign the PAD agreement:
- Navigate to Company > Banking
- Locate authorized signatory card and click Edit
- E-sign the PAD agreement (it will open in Adobe)