To utilise the Eway Payment Gateway integration with BBS Accounting, it must first be configured. The below explains the steps required to set it up.
Setup an Eway Merchant Account
For users that do not currently have an Eway merchant account, you will need to obtain one prior to configuration of the Eway integration features.
To sign up for an Eway account, use this link https://myeway.force.com/success/Onboarding_AU_BasicInfo?pa=0010I00002TnDfpQAF and fill in your details and a member of the Eway team will be in touch with you. |
Creating an Eway API User for BBS
A special user account in your Eway portal must be set up to enable Eway integration features in BBS. 1.Login to your MyEway portal 2.Go to My Account > User Security > Create User
3.Enter users details as: a.First Name = BBS b.Last Name = Integration c.Security Role = RapidAPIUser d.Email address = your generic business email address e.Password = of your choice, however do not make this a standard password that you use for other services as this password will need to be provided to BBS support
4.Click Create User 5.Go to My Account > User Security > Manage Users
6.Click the Actions drop-down for the BBS Integration user and click View Api Keys
7.Copy and Paste the Rapid API Key and Pay Now Button Public API Key, and send it along with the password for the BBS Integration user to BBS Support for adding into your BBS System Parameters
Navigate to the Integrated Payment Settings section of System Parameter Maintenance and copy and paste / enter the details in the fields for Eway API Settings.
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Creating an 'Eway Bank Account' General Ledger account and Bank Code
For businesses that perform several POS Till Reconciliations per day for different registers, or anticipate that they will regularly have a mixture of integrated and manual Eway transactions, it is highly recommended that a Bank Code is created called Eway Bank Account via Bank Code Maintenance and all Eway funds are banked to that bank code. If you only perform a single POS Till Reconciliation, and rarely perform refunds or additional charges above pre-authorisation values, you can skip this step. 1.Navigate to General Ledger > Maintenance > Chart of Accounts Maintenance 2.Enter a new account number in the Asset – Current Asset account number range 3.Enter the Account Name as Eway Bank Account 4.Post to Account – Ticked 5.Default Tax Code = N (Non-Taxable) 6.Save
7.Navigate to Bank Reconciliation > Maintenance > Bank Code Maintenance 8.Enter a bank code to be used for Eway (eg 03, EW etc) 9.Enter a description, the cost centre 0100 and the G/L Account number created earlier 10.All other details can remain blank 11.Click Save
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Creating the Eway POS Payment Types
An Eway payment type must be created for integrated payments, and a second Eway payment type for manual Eway transactions initiated via the MyEway portal (eg. refunds). 1.Navigate to Main Menu > Point of Sale > Maintenance > POS Payment Type Maintenance 2.Create a POS Payment Type for Eway integrated payments as follows: a.Enter ‘Eway’ as the Payment Type b.Round to $0.01 c.Card/Cheque/Drawer details – all unticked d.Surcharge % and Surcharge P/C - enter a surcharge percentage and surcharge product code if you would like surcharges to be automatically applied to ALL Eway payments. NOTE: If surcharges are only to be applied to some customers / some transactions, we recommend creating another Eway POS Payment Type with surcharges applied (eg ‘Eway - 2% Surcharge’) using these same steps. e.Batch Type – Other f.Default Bank Code – If you created a dedicated Eway Bank Code, enter that bank code here. Otherwise, enter the bank code where eway deposits the settlements. g.Group/Batch with same A/R Batch Type – unticked h.Auto Update Bank Deposit Batches – ticked i.Integration Provider = Eway
3.Create a POS Payment Type for manual Eway transactions (ie those processed in the MyEway portal) as follows: a.Enter ‘Eway - Manual’ as the Payment Type b.Round to $0.01 c.Card/Cheque/Drawer details – all unticked d.Surcharge % and Surcharge P/C – should be 0.00% and blank respectively. e.Batch Type – Other f.Default Bank Code – If you created a dedicated Eway Bank Code, enter that bank code here. Otherwise, enter the bank code where eway deposits the settlements. g.Group/Batch with same A/R Batch Type – unticked h.Auto Update Bank Deposit Batches – ticked i.Integration Provider = BLANK
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