Name of Feature/Request: When creating an outgoing transaction in online banking it uses check numbers even if the transaction is an ACH or debit card
What financial, time savings, or quality of life improvements will occur from this: To Quickly add outgoing transactions without interrupting the Check number sequence for printed checks | Frequency: Monthly | The tenant is using the Check writing feature in Striven to pay bills and runs into issues where the check number assigned in striven does not match that on the paper check. This is because the check number is used on the Online banking transactions that are created.This can also interfere with the Skip Vendor match functionality as there will be multiple checks payments with the same check number.
Attempted Solutions So Far: Using the batch add out going transaction in Striven creates all new checks using the check numbers next in the sequence. Since there were not actual check when real checks the check numbers are duplicated.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: This task was created from email: https://mail.google.com/mail?extsrc=sync&client=docs&plid=ACUX6DNUYfirmXcIDoo57lyeHSj5Ipt5xv9Otsk
Troy, for our meeting tomorrow…the below came through in the bank feed as 1 transaction instead of matching…I assumed it was fraud and got the bank all riled up. Since then, I checked the bank like I should have to begin with, and I added the check number and vendor…the question is, why is this happening…this is a trainwreck for us. See long list below: Another one that is misassigned and will not let me fix: Id: 1614417939, 12-12-22, 668.44, Amazon Web Services, debit charge, new vendor (AWS, not same as Amazon) Thanks, Mike From: Mike Standish
Sent: Tuesday, January 3, 2023 11:12 AM
To: arciurca@comerica.com
Cc: Chace Whittington (cwhittington@comerica.com) ; Mike Standish
Subject: bank fraud issue: HOT
Importsance: High Andrei, Amanda is on maternity leave and I am doing the bank feed and bank rec for Dec… SplashBrands (1865) has some transactions that came through in 1 feed for a few days that have transactions that we do not recognize. One of these debit charges is significate ($15,990) and Comerica never let’s any debit charges that big go through…they are blocked automatically, so I don’t know how this got by the Comerica system. I am attaching the screen shot I can grab, but I am also listing all of the transactions that came over the same day with apparently fraudulent spending… Id: 1624701968, 12-16-22, 15,990.00, Vanta, 1609 Id: 1624701966, 12-16-22, 12.68, Leedsworld, 1617 Id: 1624701964, 12-16-22, 873.98, Identity Marketing, 1611 Id: 1623799677, 12-15-22, 645.59, PS Operating Company, 1614 Id: 1623799676, 12-15-22, 1610.00, Abcon Fashions, 1610.00 Id: 1623799675, 12-15-22, 19.39, Carient Health Partners, 1610 Id: 1623799674, 12-15.22, 315.00, Ariel Premium Supply, 1621 Id: 1623799673, 12-15-22, 159.60, Melinda Rae Consulting, 1612 Id: 1633485883, 12-19-22, 3995.04, Sanmar Corp, 1630 Id: 1633485879, 12-19-22, 1591.60, Sanmar Corp, 1631 Id: 1633485878, 12-19-22, 149.15, Perry Ellis International, 1619 Id: 1638606567, 12-20-22, 328.80, JDS Industries, 1627 Id: 1645674855, 12-23-22, 268.00, Ariel Premium Supply, 1629 Id: 1644522481, 12-22-22, 1333.98, ColDesi, 1628 Id: 1657583330, 12-28-22, 104.10, JDS Industries, 1632 Id: 1655793974, 12-27-22, 1105.35, Sanmar Corp, 1634 Id: 1655793970, 12-27-22, 1383.59, Sanmar Corp, 1635 Id: 1655793969, 12-27-22, 2066.99, Sanmar Corp 1633 Please reverse all charges and let us know what card is being compromised. These are the only charges we are aware of at this minute, but that does not mean there are not more. Pls get back to me ASAP. Thanks, Mike Mike Standish CEO-SplashBrands, LLC 1100 Valwood Parkway #114 Carrollton, TX 75006 Main: 469-501-2888 C: 214-769-0252 “ True devotion, the kind that is pure and faultless before God the Father, is this: to care for orphans and widows in their difficulties…” James 1:27 Added by System as Task Type was changed
Striven Support Specialist Fills Out
Result: Moved to Future Features
Question Type: Standard Support Question
Community Post: ST/FF type task / No Resource Needed | Previously accomplished: Check numbers need to be reset before printing
StrivenID: 3321748