Entering an EFT code when paying of a bill by DD

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  • Idea
  • Updated 4 months ago
  • Planned
HI All,
Is there a chance that we can have the option to enter an EFT code (The code the insurer uses to identify the transaction) when paying off an invoice with a DD payment?

I'm thinking something along the lines of how we enter the cheque number when receiving cheque payments.

If this was a searchable item it would make it easier when chasing down specific payments. I'm also thinking that it would make it easier down the track with the xero integration to reconcile DD payments.
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Adam Woolacott

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Posted 4 months ago

  • 2
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Timothy, Business Care Manager

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Hi Adam. Thank you for your post. This is something that we have given some thought to and I can confirm that it's on our development list as a low priority.
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Adam Woolacott

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Thanks Tim. Thats great.
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In Stride Health Clinic

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It would also be good to include a remittance advise payment - as workcover agencies now send remittances via email (we don't print these anymore) - then at least you have a reference against the payment if you have to search with them later.    Sharon