Please follow the steps below to use verified bank accounts in eChit requests:
While a case user is in the Matters screen, click eChit.
Complete E-Chit as normal, then click on the Search button, next to Find Account Number / Account Name.
Enter known details into Search for Account Number of Account Name, then click on the spyglass, or scroll down to locate account, then double-click on account row.
Click Post on eChit screen.
Note: Your firms Accounts team (using FD) will see that you have requested an eChit using a verified bank account, and can then proceed to post to the ledger card.