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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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Showing 137 of 137

Tax Support: Case Creation Workflow Enhancement

As a Heartland tax support specialist, we have a poor user experience when needing to change the case record type during case creation if the wrong option is chosen. This results in a poor user experience so case submitters continue to submit a ca...
Mike Sammon almost 3 years ago in Enhancement Request 1 Needs more information

Tax Support: Filing Queue

As a heartland tax specialist, we have no way to consistently track client tax filing requests within case management for case visibility within Payroll Operations. This prohibits Payroll Operations visibility into client filing requests creating ...
Guest almost 3 years ago in Enhancement Request 1 Planned

Tax Support: Tax Checklist Enrollments

As a Heartland Tax Specialist, we have no way to ensure all tax enrollment steps are completed and accurate when setting up a new Heartland client. This allows for manual user error when setting up the payroll taxes on behalf of the client in the ...
Guest almost 3 years ago in Enhancement Request 0 Needs review

Fulfillment: Same Day Delivery Approval

As a Heartland Fulfillment support member, we have no automatic way to consistently and efficiently receive client same day delivery request approvals from Payroll managers, supervisors, and directors. This allows for an inability to control same ...
Nate Adams almost 3 years ago in Enhancement Request 0 Accepted

Chat function inside merchant search

No description provided
Guest over 4 years ago in Enhancement Request 1 Needs more information

Indicator for surcharging on Pax file builds

I'd like for there to be an indicator that show's surcharging is enabled on the account and reflect this on the oms file builds for pax devices. There is currently an indicator on other equipment such as the desk3500 that shows surcharging is enab...
Brandon Nielsen about 3 years ago in Enhancement Request 1 Accepted

Atlas - Force Coding for Affiliate Partners

When a client/merchant is should be coded to an Affiliate Partner, there is no requirement to actually code the client.
Cindy Durant almost 4 years ago in Enhancement Request 0 Needs more information

Change fee rule end date on when unenrolling people from analytics portal

No description provided
Guest almost 2 years ago in  0 Needs review

Atlas email alert for "possible enterprise account"

No description provided
Mac McAllister almost 4 years ago in  4 In Progress

ACH Phase 2

No description provided
Brian Ruddell about 4 years ago in Enhancement Request 2 Future consideration