Skip to Main Content
Life BTM Ideas Portal
Status Shipped
Created by Kami Deppe
Created on Mar 1, 2023

External PDA Funds

When PDA funds are received externally (wire or manual ACH) have automation built in similar to when a paper check is received. Create an option to select PDA funds when applying and then have an auto email sent to the NB & PC Support inbox and Cashiering as well as add the auto case note.

  • Attach files
  • Admin
    Kristi Kruger
    Reply
    |
    Nov 1, 2023