Centime Ideas
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 control, so a user cannot change the check address or ACH details.
MT insight - Any account manager could change ACH details. The security control was to trigger an email whenever banking details were changed. So everyone would be alerted when ACH info was changed.
Requirements:
Alert triggered when payment informaiton is changed
Option to require approval
| Client / Prospects AWAITING (internal only) | BDI, Frontline |
I would like to add BDI to the client list
I think this will be very important as we bring in larger clients in the future. Ideally we would like all payment info managed by suppliers, but the reality is that someone could make a change within Centime and there should be some checks in place to mitigate fraud.