Add a new idea Subscribe
Status Potential for future consideration
Created by Guest
Created on Aug 13, 2020

RELATED IDEAS

Suppress Incoming ACH/WIRE notifications in To Enter Payments/Deposits For Inter/Intra Client Transfers

Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppressed when using Transfer Funds/Book Transfer payment method.

  • Attach files
1 MERGED
Merged
We set up Auto Record on ACH and Book transfers but are getting ACH Notifications to book even though the deposit has already been recorded. This has caused confusion and has resulted in some users double booking a transfer. Can the development te...
over 2 years ago in  0 Potential for future consideration