How Do I Add a New Deposit Bank Account?

The Deposit Methods page in ManageCasa is where you set up and manage the bank accounts used to receive electronic payments from tenants or homeowners. Once your ePayments service is activated, this setup is required so funds can be properly routed and deposited into the correct bank account(s).

Before you can create a deposit method, you must first complete your account verification.

ManageCasa uses a secure third-party payment provider to handle all banking connections. This ensures your financial information remains protected—ManageCasa does not store or directly handle your banking credentials.

Accessing the Page

• On the upper right corner, click your Profile Avatar → go to Settings → select Deposit Methods

Creating a Deposit Method

To begin receiving electronic payments, you must create at least one deposit method account. This links a bank account where all incoming funds will be deposited.

• On the Deposit Methods page, click the Add button to open the setup window.
• In the pop-up window, you will be given two options:
  • Selecting Existing Account – Use this if you already created a bank account in the Accounting section
  • Create New Account – Use this if you want to set up a new bank account from scratch
• After selecting or creating an account, you will then choose how to connect your bank account:
  • Connect Now (recommended) – Connect your bank account in real time through your bank’s authentication system. No banking credentials are stored in ManageCasa. Once completed, the account is automatically verified and ready for use.
  • Manual – Requires you to manually enter your bank account number and routing number. Verification is based on the accuracy of the details provided, so incorrect information may affect deposit processing or verification.