Sort Payment Enhancement

Hi all

I have a few ideas regarding the payment sorting When receiving money.

1.When using the sort payment option to put money into another pot. It would be good to have all the details from the initial payment shown in the pots transactions.
If not possible…the notes updated against that transaction would be an option.

  1. Ability to sort payment beyond 72 hours . If the amount of the initial transfer is available the sorting is possible.
    If outside of the 72 hours - It’s treated as one time rather than sorting the future payments is done inside 72 hours sorting action.

  2. When a payment is received. The notification is shown and mentions to “sort payment” in the same note. This could mitigate the need for #2


Sean Carey

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A post was merged into an existing topic: Salary Sorter - Ideas and Updates