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Add Enrollment Date to DRAFT for Checking

Right now you can see the enrollment date when they set up auto pay with a credit card but it does not show the enrollment date they start auto draft from a checking account. This would be helpful to see this without pulling the file to see when they signed up for it.

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Missy shared this idea  ·   ·  Report…  ·  Admin →
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  • Candace commented  ·   ·  Report

    We can see the draft under the Audit tab.
    Activity = add; Change type = recurring payment
    New value = draft, pay account balance (or if they select flat)
    change date shows date and time stamp
    changed by shows the log in name

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