Update filtering in the Gateway Reconciliation
I’m writing to share feedback regarding the payment type filter feature (eCheck vs. credit card payments) within your Gateway Reconciliation tool.
Currently, while the option to filter by payment type is available, the filter does not function as expected. Because this feature is presented as part of the service we pay for, it would be extremely helpful for it to work accurately and consistently.
Having a reliable payment type filter would benefit not just our organization, but many of your customers. For example:
It would allow reports and totals to reflect actual payment types, rather than a combined total of eCheck and credit card payments.
It would improve financial reconciliation and auditing accuracy.
It would save time by reducing the need for manual sorting or exporting data to external tools.
It would provide clearer insights into payment trends and customer preferences.
These are common operational needs for billing and accounting teams, and a functioning filter would add meaningful value to the platform overall.
I understand that product improvements are often prioritized based on customer demand, so I wanted to ask for consideration of a fix or enhancement. I believe this is a feature many customers rely on and would appreciate working as intended.
Sarah
shared this idea
Thank you for taking the time to submit an enhancement request regarding the payment type filter in our Gateway Reconciliation tool. Feedback like yours is invaluable in helping us prioritize improvements that have a real impact on our customers' day-to-day operations.
I'm pleased to let you know that the work you requested has been completed. The payment type filter in the Gateway Reconciliation tool has been updated and now functions as expected, allowing you to accurately filter between eCheck and credit card payments. You should now be able to:
- View reports and totals broken out by individual payment type
- Perform financial reconciliation and auditing with greater accuracy
- Reduce the need for manual sorting or external data exports
- Gain clearer visibility into payment trends across your account
If you encounter any issues or the behavior doesn't match your expectations, please don't hesitate to reach out to our support staff at techsupport@cusi.com.
Thank you again for advocating for this improvement — your feedback directly contributed to a better experience for all of our customers.