Benji Pays feature requests

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

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.

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

Provide proactive opportunities for CSR / Sales teams to chat with Customers about upcoming expiry dates. Create a report or enable a notification that shows the Customers with expiring cards this week / month, next week / month etc. so they can be contacted in advance of failed / declined transactions.

We need to have the possibility to see when a user is deleted from the Admin portal. As for now, we can see in the notifications window user creation, admin rights promoted or removed, but not user deletion. This needs to be added for security follow up and tracking purpose.

Email a copy of credit memo's that are auto processed with the receipt and paid invoice

Its easier to reconcile with Totals Column

In the customer portal there is the ability to schedule a payment; however there isn't in the main portal. Would be nice to have the option to do this for our clients. I know I get emails back on the regular that say, can you process this invoice on "x date"? And I have to do this manually on that day.

We have recently worked with the support team on diagnosing SSO failures between Halo and Benjipays. It would be nice if an audit log feature could be exposed where additional information could be viewable on our end to more quickly troubleshoot this. I'm even open to just having something available in the dev console.

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

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.

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.

For example when adding a credit card for a customer and they want that payment method used for hardware only, we could label it "hardware only"

Currently we send a notification to the merchant, however, for our cloud accounting systems we could have this auto update the accounting system with the new information.

would be nice if there was a global setting to automatically send this template when a new user is added with portal access