Benji Pays feature requests

What would be the best way to give our Account Managers the ability to see if a client is set to autopay or to see who has access to the portal? I would like to give them access without giving them access to Xero or pertinent financial information.

Add import and automation of Credit Card Settlement deposit reconciliation for Canadian Bambora Merchants.

A card reader that syncs directly with Benjipays and enables easy surcharging and reconciling

Being able to pull a report of customers whose cards have expired to compare it to a report from Xero of customers with balances owing would help us identify which customers need to be contacted in a more timely manner and on a less individual basis. Currently the only way I know to check on the expiry date is to go into the individual customer's payment profile.

It would be great to get an integration setup with KQM - they presently don;t even integrate with their own payment processing platform (Connect Booster) - I know it's on their roadmap, but would like to see the functionality in BenjiPays to maintain feature parity with the Kaseya offering, if possible?

Need to add the same payment link that goes on new invoices to invoice reminders so that clients don't have to search for the payment link in an earlier email.

With all the credit card scams going on we need more secure payments which takes the responsibility off of the business owner in terms of chargebacks from scammed credit cards. When a customer pays by credit card all payments should go through 3d secure. This one feature can stop thousand of credit card scams. This woudl be great if Benji pays had 3d secure payments with Moneris

Right now it is a manual process to chase customers down when their automatic recurring payment method expires or is declined permanently. This should be a relatively simple process to automate - customers can be notified via email that their payment method needs to be updated.

Create a mechanism to generate late fees, automatically added to the accounting system. Following requirements: Do not alter existing invoices to avoid altering past financial periods - Likely generate a new "late fee" invoice Configurable rules to include / exclude clients, ignore certain invoices etc. Percentage based, with different percentages for different time periods Continue to generate late fee invoices until original invoice is paid

Currently customers do not get a notification when an auto-pay transaction is declined. We should have the ability to have the system send a "Transaction Failed" email to the customer.

I would like to be able to open the customer portal as a client (impersonate) however, limited to view only. This would be helpful in walking our clients through how to navigate the system. see what they see and be aware of any changes visually or functionally that need to be made.

User a service like Plaid.com or Flinks.com to allow users to connect their banking details by loging into their online banking in addition to allowing them to enter their banking information manually. This can improve Approval rates and reduce the risk of account infomation being entered incorrectly. There may be a nominal cost to this.

Once the bambora batch has settled, create the final deposit transaction in the accounting system to aid with reconciliation.

Show Credit memos from the accounting system in the main Merchant Portal and the Customer Portal

For example, monthly recurring service fees are auto processed through ACH and other invoices for hardware purchases are auto processed to a credit card or a different ACH account. Could be based on Xero branding themes / QuickBooks Payment Terms, memo or reference field.