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Introducing custom field filters: Empowering Control Over Auto Collection
As we bid a happy holiday season to all our customers and users, we are excited to share another important update to Zomentum Payments that puts the power of payment control directly in your hands.
As an MSP, the challenge of balancing timely payments with the need for client reviews has been a persistent one. Auto-debit disputes and the manual effort of maintaining accounting books have added to an already complex process.
Customization for Auto Collection
With this latest update, we're introducing a comprehensive solution that empowers you to customize auto-collection settings based on your unique business needs.
1. Selective Auto Collection: Now, you will have the flexibility to decide which invoices should be auto-collected and which ones require client review. No more one-size-fits-all approach!
2. Effortless Reconciliation: Say goodbye to manual errors and time-consuming reconciliations. Our update ensures that your accounting books are balanced without a hitch!
How It Works: Setting the Rules
We understand that not every client or service follows the same rules. That's why we've introduced a range of features to customize your auto-collection process:
1. Global Custom Field Filters:
- Easily switch on/off custom field filters at the global level.
- Choose which custom fields to consider from QuickBooks.
2. Client-Level Customization:
- Set up custom field filters
- Define behavior for different custom field filters.
3. Auto-Collect Defaults:
- Select default behaviors for auto-collection at the global level.
- Ensure unmatched custom fields follow your specified default.
4. Warning Mechanism:
- Receive a warning when making global setting changes to avoid unexpected shifts in rules.
5. Summary View:
- Get a clear summary of rules set up for each client, distinguishing default behavior and exceptions.
This update is designed with you in mind, ensuring that Zomentum Payments aligns seamlessly with your business operations. Experience the freedom to tailor auto-collection settings to fit your unique requirements.
Your Payment, Your Control!
