Dash Portal Payroll Set Up

Sign into the Dash Portal:

https://portal.dashsolutions.com/#/login

At the Portal Dashboard, on the right side click “Add New Customer”

Open

Customer Type:

If a Direct client, choose Direct under the drop down then fill in the client name as usual. If a Partner referral, choose Sub-Client in the drop down and add the partner name under Parent Customer & Client name under the Legal Client Name.

Direct or Group:

Open

If a sub - client you must chose the parent

Top Client:

Choose Pathward.

For the rest of the document, fill in all required (*) fields. All pertinent information will be listed on the Agreement.

Click next

Product Design Tab:

Product Type:

Corporate Payments

Product Selection:

Payroll Plus – normally the first two options:

Visa-Payroll Plus IIC (instant issue cards) or Visa-Payroll Plus Personalized (personalized cards).

Pure Payroll:

Visa- Pure Payroll IIC (instant issue cards) or Visa- Pure Payroll Personalized (personalized cards).

Client ID & Digital Package Set up:

Enter the client ID How to Create Your Client ID in XNET

Digital Package Selection: ID should automatically fill in.

Payroll Plus – 17997 Payroll Plus Visa Digital

Pure Payroll – 16253 Pure Payroll Visa Digital

PERM Subprogram & Package Information (Physical Package)

Sub Program ID – PERM Package ID – PERM

Payroll Plus: – 103348 – Payroll Plus 160696 – Dash EMV Visa Payroll Plus MB

Pure Payroll: – 329357 – Pure Payroll 163013 – Visa Pure Payroll EMV PW

Visual reference of all fields:

*Check the Meta Program Configurations JJM aka “The Bible” for all Program ID information.

Meta Program Configurations

If setting up Personalized cards, check the box “Can Order Physical Cards” then click next.

If IIC, just click next, next, next, next & finish.