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We have been on Synergy Web Client in Xperience for a couple months. Feel free to reach out with any questions or schedule a call.
Thank you,
Heather Luna
lunah@missionbank.bankHi Kerry, we converted a few years ago and would be available to discuss with you. Please reach out via email – laughlinh@missionbank.bank
Heather Laughlin
San Luis Obispo, CA
Mission Bank has a branch and I can assist with setup, etc.-Heather Laughlin
Mission Bank – September 23rd
WRUG Conference Video
Are they being printed from the Teller System? Yes
Are you requiring customer’s signatures? Customer signature or a note stating “mailed to customer”
Are they being imaged? Yes
Which Reports, processes are you using for review/audit and which department is reviewing them? Our central operations department reviews DD3950 Stop/Hold Master File daily for accuracy.Let me know if you have additional questions.
Thank you,
Heather Laughlin
laughlinh@missionbank.comWe started experiencing this issue on 5/13 and we have a case open that is tied to a master case. JHA sent out a notification yesterday:
“We’ve received multiple reports of customers having connection issues via QuickBooks Online / Express Web Connect to Treasury Management. We have opened a case with Intuit Support to evaluate their screen scraping solution utilized with EWC. We will provide more information as it becomes available.”
Hope this helps!
Oh and the email is jhawrug@gmail.com
Hello Mike – I received this notification to my junk email. I will ask my IT to whitelist but wanted to let you know.
-Heather
Can you inquire on the availability to pass fees on to non-analysis account customers when using Treasury Management. today you can only pass activity and therefore the fee calculation to analysis customer. All non-analysis customers must be manually charged by the back office for things like online wires. Thanks
Update the Press – the PosPay issue for Mission Bank mentioned above has been resolved. TM made defect updates and parameter changes to finally resolve it.
I would like discussion on Treasury Management product and the issues surrounding the interface between TM and SL core. Examples of our issues that have existed since last year:
1. PosPay – Case 12018916 – When a customer works their ACH items via PosPay on Treasury Management, the correct codes to not flow to core in order for the item to be paid or returned correctly. Our back office is having to manually change the codes daily in order for the correct action to be taken.
2. Fees passed to non-analysis accounts – TM doesn’t pass any fees or hard dollar charges to accounts not on analysis. SO any account that are not on analysis must be manually charged for ACH, Wires, PosPay, etc by the back office. We have many customer that benefit from TM but it doesn’t make sense to put them on analysis. Where is TM at on having this available?