(@dphipps)

Miscellaneous

Financial Manager Notifications

Notifications relating to payment method status should only be sent to administrators. In large firms such as ours, we have many fee payers who need not be involved in managing payment methods. As such, any user who is not designated as an administrator should not receive administrative like communications. Deposit account status is not distributed to all users, only administrators. The same standard should be used... more »

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2 votes
2 up votes
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(@judiths)

Miscellaneous

Enable Inactivation of Payment Methods in Financial Center

Please add the option to Disable a payment method from the Financial Center.

 

Right now the only way to remove a payment method is to delete it, which makes all past transaction records unavailable.

 

There should be an option to set a payment method to Inactive, either permanently or temporarily.

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11 votes
11 up votes
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(@nkopp0)

Miscellaneous

Add Company/Firm Administrator Role and Functions

As firms and companies are creating individual logins for each user, it would be great to see some functionality around managing those logins at an organizational level. Things like the following: 1. Allow users to associate their personal account with an entity account (allowing an administrator to manage relationships on their behalf). 2. Build account relationships in bulk between users and fee payment methods (one-to-many,... more »

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20 votes
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