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Internal Applications Request Form

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

Status Future consideration
Enhancement, Defect/Bug Enhancement Request
Created by Guest
Created on Dec 9, 2021

Gift Premium - Settlement

Part of the Gift Premium work being done in Atlas will require the RM to complete settlement paperwork, this isn't being worked in the current iteration. We will need to get this part added to the project. In the meantime can we add a info box when selecting Gift Premium that notes the RM will need to complete settlement paperwork to complete boarding

Impact - Which group does this impact? Boarding
Delivery Date Jan 1, 2022
  • Attach files
  • Guest
    Reply
    |
    Jan 4, 2022

    Forms

  • Guest
    Reply
    |
    Jan 4, 2022

    Attaching the forms needed for settlement. There are 2 separate ACH programs available (Centralized and Decentralized). The RM will need to complete the appropriate paperwork for the program they prefer.


    Temporary Info Box needs to read "Gift Premium includes ACH Settlement. Please complete the corresponding paperwork for the merchant's preferred program. Paperwork is located on [INSERT SITE] heartland.us, atlas forms?"

  • Ashley Downs
    Reply
    |
    Jan 4, 2022

    For now can they need an info box for the paperwork.

    Where can they get the paperwork for now?

    Where the can they get the forms until we can get them to submit to the gift team.