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Life BTM Ideas Portal
Status Shipped
Created by Sam McClain
Created on Jan 31, 2023

Bank Signature and Bank Name Should Not Be Payor's Name

Currently, when we receive EFT info from iPipeline, the payor's name populates in the Bank Signature / Bank Name on Billing Information and Case Banking. This does not caues issues w/ reporting or internal or external processing, but we do want this information to be accurate in the future.

Low Priority fix

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    Kristi Kruger
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    Nov 1, 2023

    Aligend with feature https://sfg.aha.io/features/LT-642