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Ability to set default Disbursement Bank

March 27, 2020December 30, 2019 by Aldo Gonzalez

There is a new field in the Company record that allows selection of a default Disbursement Bank that is different from the Bank that is used to draft Payments and transmit Client ACH files. If no Bank is selected, the Default Bank is used for Disbursements.

Categories CMA Changelog
Tasks can inherit Client Assigned To
Add Previous Payment Date field to Client/Admin
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