This update has improvements for the tools you know and love
Summary of Changes with 3.7
- APX Disbursement Report
- APX Email Notifications
- Turn Off auto file download for the portal
- Improved the Billing Statement to run faster
- Increased Firm Portal Performance
- Increased E-Signature Performance
APX Disbursement Report
To access the disbursement report go to the top menu and select Reports > Billing Reports > APX Disbursement report. This will navigate to the APX reports where you can select the date range or open a report.
APX Email Notifications
You asked we listened. Setup team members who should get email notifications for Abacus Payment Exchange for activity related to transactions, disbursement, refunds, chargebacks, and recurring payments
How to Manage Notifications
STEP ONE: Got to Setup > My Company > Information and Setting > Select the APX button.
STEP TWO: Navigate to Notification and select the “Email Notifications” button
STEP Three: Enable Notifications for Payment Transactions, Transactions Failed, and Transactions Returned.
Select the "Manage List " option to input your team's email addresses.
Take control of how files download via the Portal
Decide how you want to control portal files from the portal. Turning the auto download feature off allows you to manually download the portal files you want to help reduce unnecessary clutter in your permeate client files.
This setting can be found by going to >Setup > My Company >Information and Settings > Portal