Skip to Main Content
Status Potential for future consideration
Created by Guest
Created on Jul 13, 2022

BANK ENTITLEMENTS - LINKED ACCOUNTS (SHOULD BE AUTOMATED PROCESS)

I really like AP Book Transfer tool and on the tutorial it says that it's available for CNB and Comerica accounts only. Well, I noticed that CNB accounts are linked within one client group without sending a separate request for that. But Comerica accounts are not linked at all, even not within one client. Please see attachment. I highly recommend to automate the process of linking bank accounts within one client and within one client group. It is really great feature that every user needs.

  • Attach files