Sheri Cole (Customer) asked a question.
I can't find any documentation on the installation. I know about setting it up under integrations but still looking for more info, like how to add payment footer. When I search on FeeWise nothing come up.
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Thank you for reaching out to us here on our community page. We have created a support ticket with the helpdesk and a technician will be reaching out shortly to walk you through this.
Hi Sheri. We did implement it. The footer is automatically there on your standard invoices once you make the move to FeeWise. But if you have any questions or want to discuss, feel free to contact me. Really, not so much me as our financial coordinator who handled most of the implementation.
We implemented it, but I have no idea where to find the reports for bank reconciliation purposes.
I don't think they really have any. On the FeeWise dashboard the only thing I see is a link to download a .CSV file of the transactions. In the LEAP Reporting Screen there's a "Online Payments - Operating Account" report under Operating Account dropdown, but looks like it only shows payments directly applied to the invoice. We have a couple of clients who make monthly payments on their balance using a custom, generic payment link and those aren't appearing on the report I just tested.