Secure option to obtain ACH information
We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.
Bryant Phillips
shared this idea
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Barbara Uggen-Davis
commented
With the security risks of data breach using outside tools for ACH submission and email (gasp!) this is a critical request to protect the recipient funds.
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Amanda Pool
commented
Greater Milwaukee requests this functionality as well.
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Jaime Romero
commented
Also, if it can verify the routing number (when it is entered/configured) is valid or invalid. Currently, a NACHA file is run with the account information that is configured and then uploaded to the bank where, only then, you will find out if the routing is valid or not. Would be nice to find this out on the front end of the process rather than the end of the process.
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Alex
commented
With all the buzz lately about creating portals for audiences - it would be great if there is a Vendor portal that allows vendors to enter their info directly into csuite and attach the verification docs required
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Wanda Willis
commented
This would save us so much time!
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Diana Van Ness
commented
We would like to be able to edit the routing numbers on the profiles without having to ask the grantee for their account numbers. Acct numbers which are already in the system, but we can only see the last four digits.
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Jillian Vukusich
commented
An integration with a service like Bill.com or DocuSign would be great given that they have the appropriate cyber controls for collecting this information.
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Lee Albright
commented
Adding the FormAssembly to collect the ACH info instead of inputting the info manually would make the process much faster.
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Madeline Rivera
commented
A partner non-profit shared they currently use FormAssembly (https://www.formassembly.com/) to securely collect ACH banking information and pass it directly to their Grants Management Systems. Removing the manuel entry of ACH. It would be great if CSuite could offer the same functionality.
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Julie
commented
This would be really helpful as we consider adding ACH. Having that sensitive banking information only obtained and stored in one location would help improve cybersecurity.