Skip to Main Content
Status In Development
Created by Guest
Created on Dec 20, 2021

Should not be required to be in client to approve EFT

You don't have to be in a particular client to approve AP, you should just be able to approve from your home dashboard.

  • Attach files
  • Guest
    Reply
    |
    Jan 21, 2022

    Further to this, in Imaging the EFT used to pop up if it was related to the bank I was in. For instance, approving bills for a client's bank 1, and there was an EFT to transfer funds from the money market account in to bank 1 to cover - that way I could approve all in one screen.