Name of Feature/Request: Change Pay Bills payment method to Bank instead of Check and change the Check # field to say Transaction #
What financial, time savings, or quality of life improvements will occur from this: When paying bills, allow for the check payment method to be more all-encompassing of any type of bank payment method (Check, ACH, EFT, Wire, etc.). And allow for better transparency in the system regarding what type of payment is going out. | Frequency: Daily | I am looking to be able to add a different payment method. Right now, the system only has check and CC. I need a payment method of EFT (Electronic funds transfer) or ACH. I don’t need it integrated into any app, I just want the option to add to the payment method just like you can if a customer is paying for an invoice.
Attempted Solutions So Far: Use the check payment method, and put in ACH or Wire Transfer along with the current date to indicate it is not actually a check payment method.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Chat on epd.striven.com
Conversation started on Wednesday, October 02, 2024, at 17:59 (GMT+0) [17:59] Terry Arndt: How can I add a different bill pay type [17:59] Courtney has joined the conversation [17:59] Courtney: Greetings Terry! [18:00] Courtney: Are you referring to adding a new payment method to pay bills? [18:00] Terry Arndt: Yes [18:03] Courtney: There is not a way to add a payment method. If you wanted to do something like ACH/wire, you would need to select the “Check” payment method and write ACH or Wire Transfer in the check number field [18:04] Terry Arndt: Why can I not add another payment method? [18:06] Courtney: Right now it is just not built into the current functionality of the system. [18:09] Courtney: Give me one moment to look a little more at this [18:17] Courtney: If you would like, I can submit an enhancement request to add this functionality. We are looking at updating our payments overall in the next quarter. I can add this request to that list. Would you like me to do that for you? [18:20] Terry Arndt: Yes [18:21] Courtney: Ok I will get that task created and update you through the task. Is there anything else I can do for you today? [18:21] Terry Arndt: No [18:22] Courtney: Ok I hope you have a great day! [18:22] 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. No tawk.to live chat account ? Create one for free here! | Previously accomplished: Use the check payment method, and put in ACH or Wire Transfer along with the current date to indicate it is not actually a check payment method.
StrivenID: 4815901