Add more information to the EFT form that is sent to the vendor
I've had a few issues with direct payments recently.　 I paid Federated Electric for a client who receives assistance through CFS.　 Although I enter the account number in the system, it does not print on the EFT form that is sent to the vendor. When we pay by check all the account info is printed on the stubs.　 Since Federated is our vendor for the Jackson Office, the payment for the client went towards our account.　 We had switched to direct payment because the postal service seems to be much slower, shorter times before payment is due, and we are dealing with late fees.　 I also have the same issues with volunteer driver payments.　 Checks stubs show the dates they are being paid for, but the direct deposit email only gives them a total.　 Is there a way that direct payment emails could show the same detail as check stubs?
The EFT email shows the each invoice and dollar amount.　 It looks like if we could add the description, that may solve the problem.
Comments: 7
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10 Jun, '21
Christina PaloskiYes please update the email that goes to the vendor! it looks almost fake with the text and quite frankly ugly. can we at least get it in the 21st century! they need more information since most of us are going paperless now - let's keep up MIP!
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22 Sep, '21
JeffIf the A/P transaction description could be added to the email either as a line item or an attached voucher, it would give the vendor additional information needed. It would be nice to have a field box in the vendor information for checking whether to add the information to the EFT or not
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22 Sep, '21
Jeff MergedIf the A/P transaction description could be added to the email either as a line item or an attached voucher, it would give the vendor additional information needed. It would be nice to have a field box in the vendor information for checking whether to add the information to the EFT or not
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01 Dec, '21
Megh Waltimire Admin"Add options to include more details on EFT email notification" (suggested by Phylliss Hill on 2021-03-25), including upvotes (6) and comments (1), was merged into this suggestion.
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04 Apr, '22
Emily CelleyYes, if we could get the document description or a user defined field to be included in the email that would be very helpful. We have MIP autogenerate document numbers and that is the information emailed to the vendors, which is not enough for a vendor. We often have vendors contact us asking what the payment was for.
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16 Dec, '22
Stacey OversonI have had vendors calling too, they have to call and ask for more information on what the payment is for. I would like either more description in the email or if the EFT's that are created could some how be uploaded as an attachment with the email. I know this works well for the payroll system, employees get the form uploaded with the email. This would save us some vendor calls. Please consider it, thank you!
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14 Apr, '23
Tracy SandnasI have a vendor that hasn't been able to find 2 payments that were paid in March and June of 2022. I have gone back and forth with these folks numerous times. The email needs to include all the information that we enter into the description line such as the vendor invoice #'s, PO#, etc. It would be nice to be able to use our own wording in the email that goes out to the vendor instead of a canned email.