There is no efficient way to see who Approved/Rejected which payments
CS & BO team would benefit from it when reviewing payments i.e. when ACH limit exceeded Client benefits from it to see Approver at a glance if there are multiple payment authorizers It is also difficult to quickly see invoice history
Payments: ACH info verification, alert and/or approval workflow
Additional step in updating ACH (check address or CC) information to alert and require approval for any changes. Ability to see full audit history of changes & approver. Approver for ACH changes has to be set in Centime. Important security con...
Stella Rafaelidys
about 2 years ago
in Payments automation
2
Pending prioritization
Can we allow users to name the ungrouped group? A client would like to rename ungrouped to “other” I could see other users wanting to update this name so they do not have to move a large category to a group.