Enhancement Request

American Express is making two MCC eligible for the OptBlue program. American Express will be removing MCC 4814 (Telecommunication Services) from the prohibited MCC list and make it eligible for OptBlue. This MCC will be added to the ‘Other’ indus...

Can you please add the "stand" that we need for the Pax S300 into the accessories drop down in Atlas. I have ordered these in the past outside of Atlas on a separate MORF and would like to be able to order them in Atlas.

Currently Sales Comp cannot assist with any margin, commission or back date requests for Gift or Analytics. Our team is handling all these requests. We were advised for their team to assist or handle those our products needs o be added to their Pa...

We need the following line item added to the fees page of the payroll agreement. Type: Wire Transfer Base Fee: $10 Per Employee: N/A Frequency: Per Occurrence

RMs need to be able to access Heartland Gift Standalone Applications, Coalition Agreements, Conversion Forms, and Centralized/Decentralized ACH Agreements in Atlas for new and existing accounts when submitting applications/addendums.

WOTC is being relaunched for our Heartland Direct clients. It will be coupled with Applicant Tracking or Electronic Onboarding or Heartland HR.

Currently when a RM adds Gift in Atlas (new/existing) they have a field to add equipment types. This field is currently optional and we want to make it a required field. If they are ordering multiple pieces of equipment we need to know which one i...

The options under Pricing > Choose Delivery Method are outdated. The issue is that whatever is selected shows up on a copy of the agreement and they do not reflect the options we offer or the current pricing. The attached shows the current opti...

Have had several SPAs request the ability to specify PayGo in the Workers Comp field on the Payroll CSQ to alleviate any excessive or miscommunication with Onboarding/NCS

1) Several Payroll SPAs have requested to add a contact field for the phone number Extension specifically, rather than loop it in with the phone number itself. 2) They've also mentioned the idea of removing a fax number. I'm all for this to deter ...