Customer hierarchy: Visibility & ability to assign campaigns
Multiple hierarchal relationships: Parent / child +++ (Not visible currently) Child / project (Currently visible in Centime, flattened to one line - example below) A few different goals for hierarchal relationships: Visibility: Parent with drop do...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
When FNBO approves a client for ACH, they allot a daily ACH limit, meaning, a daily volume limit a customer can approve via ACH within a single day. Problem: today, if a client approves enough ACH payments and exceeds their daily limit, every paym...
When posting a payment to the GL we are not currently indicating if the payment was ACH, Check or CentimeCard. Can we update our posting to include this? For example the two highlighted payments were made via ACH. Can we update the memo to reach ACH?
Overview: Given the feedback we have collected regarding the information displayed in AR and requests for additional data to be included that make this a CRM for the AR manager. Note: The text of the last note, required wrapped text Note date: Whe...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
There are cases where a client has a very homogenous customer base (in terms of collections) where a single campaign will be more advantageous than multiple campaigns (less work). For example, the client Island elevators wants to assign the same c...
Notify the customer with Payment Hub rejections or failures (CC or ACH) via email. Notify the client with Payment Hub rejections or failures (CC or ACH) via email.
Stella Rafaelidys
about 2 years ago
in AR Enhancements
2
Released
Users: Our client's need to set a customer to auto-pay Our client's need to charge the payment form on file - to manually charge the CC or ACH account on file Our client's customer's desire to auto-pay invoices & eliminate work Requirements: A...
Stella Rafaelidys
about 2 years ago
in Customer Portal
0
Released
Problem statement: To combat fraudulent check activity, Positive pay is a process banks perform matching deposited checks against a list of scheduled an approved check payments. The bank reviews: The dollar amount, check number, payee and date. If...
0
Released
2
Released