Skip to Main Content
Life BTM Ideas Portal
Created by Laura Zahn
Created on Aug 4, 2022

Accounting | Manual Draft / ACH Process

Manual Draft / ACH Process - with option 3 being added to the EFT form there has been an increase in these requested. This has now become a rather larger time sink to do all the steps required, compared to how quick it is to enter the EFT info into life 70. I was wondering if there was a way we could integrate a 1 time draft into the new system.


Submitted by: RYH - Shaun Sanders

  • Attach files
  • Jenna James
    Reply
    |
    Nov 2, 2022