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Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

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dana LeBlanc

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.
Guest almost 4 years ago in Enhancement Request 1 Needs more information

Add Gift & Analytics to Pay94

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...
Guest almost 4 years ago in Enhancement Request 2 Needs more information

Addition to Agreement Fees Page - Wire Fee

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
Guest almost 4 years ago in Enhancement Request 1 Future consideration

Heartland Gift Documents In Atlas

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.
Asia Whitfield almost 4 years ago in Enhancement Request 7 Needs more information

Update current Rep info on active clients in Atlas

Altas data base cannot currently update new Assigned Active rep over existing inactive rep causing never ending other rep calls to existing merchant because Atlas shows they have no rep even though they actually do. Merchants are increasingly upse...
Guest almost 4 years ago in Defect/Bug 2 Needs more information

Atlas - WOTC Pricing

WOTC is being relaunched for our Heartland Direct clients. It will be coupled with Applicant Tracking or Electronic Onboarding or Heartland HR.
Guest almost 4 years ago in Enhancement Request 1 Future consideration

Require equipment field when boarding Gift in Atlas

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...
Guest almost 4 years ago in Enhancement Request 3 Future consideration

New Endpoints for CBR Leads

No description provided
Ashley Downs almost 4 years ago in Defect/Bug 2 Needs more information

Update Shipping Options in Dropdown

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...
Guest almost 4 years ago in Enhancement Request 2 Future consideration

Payroll CSQ Workers Comp Field Update

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
Andrew Davis almost 4 years ago in Enhancement Request 1 Future consideration