Name of Feature/Request: Ability to have ACH payment method built into Striven, and to send payment remittance/receipt notifications to vendors when bills are paid
What financial, time savings, or quality of life improvements will occur from this: Add “ACH” as a Bill Payment Method. | Frequency: Daily - at least once a day | From Community Post: “With a large portion of our vendors and customers in our region moving to ACH payments—driven by concerns over fraud, slow mail times, and other factors—this functionality has become essential for us. Managing ACH payments more efficiently would streamline a significant part of our operations. Currently, creating NACHA files and sending remittance emails for ACH payments is a cumbersome, all-day process. This enhancement would make the workflow much more seamless, and I’m interested to know if other businesses would also benefit from these improvements.”
From Meeting with Billy: If an estimate can be generated for what it will cost and if other companies are willing to pay/split the cost, Billy would be willing to help pay for this. Used to take 30 minutes to do all ACHs for a day, now it takes about a full work day when there is a large number of ACH payments for the day. Slow down of business processes, lack of security, lack of accuracy, no reporting, very manual process.
Attempted Solutions So Far: Processing ACH payments one by one - Requesting ACH at bank, taking payment ID from bank and putting that as the Check # - then going back to find the ACH number in Striven, print a PDF screenshot, email that to the vendor. Takes about 20-25 minutes per ACH. Does not work for them for time and security reasons, wanting to make sure that payments are accurate and have better tracking/reports. There is no good way to search for ACHs in the system. This process also takes longer for these reasons.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on www.striven.com
Conversation started on Wednesday, October 23, 2024, at 13:26 (GMT+0) [13:36] Billy Murdoch: Good Morning, is there a way I can add a trigger in a vendor workflow that would trigger when a check is created/bill is paid? [13:36] Courtney has joined the conversation [13:36] Courtney: Good morning Billy! 
[13:37] Courtney: Let me check on that for you. What type of action are you looking for from the trigger? [13:37] Billy Murdoch: Some sort of Bill Payment or Check Creation [13:38] Billy Murdoch: The end goal is to send an email to a vendor contact with info… [13:38] Billy Murdoch: Kind of an ACH remittance email [13:38] Courtney: Ok give me just a few moments to check on that [13:41] Courtney: Just a few more moments. I am still with you Billy [13:48] Courtney: Currently we do not have functionality to send a notification when payments are made to vendors, but I would be happy to submit an enhancement request for this to possibly be added in the future. [13:48] Courtney: Is that something you would like me to do? [13:49] Billy Murdoch: Can we submit an enahcnement request [13:50] Courtney: Absolutely! I will get that submitted and continue following up with you through the task. [13:50] Courtney: Is there anything else I can assist you with right now? [13:51] Billy Murdoch: Thank You! [13:52] Courtney: Of course! I hope you have a great day [13:52] Courtney: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share.
For more great resources, check out our Striven Community: https://APP.Striven.com. [13:52] Courtney has left the conversation No tawk.to live chat account ? Create one for free here! | Previously accomplished: Processing ACH payments 1:1 - Requesting ACH at bank, taking payment ID from bank and putting that as the Check # - then go back and find the ACH number, print a PDF screenshot, email that to the vendor. Takes about 20-25 minutes per ACH.
StrivenID: 4867002