Name of Feature/Request: Ability to customize how online banking transactions come in
What financial, time savings, or quality of life improvements will occur from this: Ability to customize how online banking transactions come in. Ex. Brian would like for the ability to have checks created from online banking to add ACH or debit. He also would like from the description of the transaction to come over in the description.Bring over description information and choose how they come in to Striven (ACH if not an actual check). Customer Requirements: Things to Consider: Promised Date: Files/Links/s: Original Description:I finally got all of the online banking working, but it added the transactions as checks instead of debit card or ACH transactions. How do I change this?Added by System as Task Type was changedAdditional InfoReference #: #11509 - Striven Advisors
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I finally got all of the online banking working, but it added the transactions as checks instead of debit card or ACH transactions. How do I change this?Added by System as Task Type was changedAdditional InfoReference #: #11509 - Striven Advisors
StrivenID: 1529082