Feature Requests

A built-in workflow that scans your uploaded documents and creates a Statement record for each month. This auto-adds the Period ending, Number of deposits, Revenue, Balance, and Negatives fields so you can match funders more easily.

When creating or updating a Sender, users can send a ping to themselves to ensure their SMTP credentials are working as expected.

A button to email merchants a custom template with the details of their offer. Best for small deals or merchants who don't answer the phone.