New Enhancements for Online Bank Direct (OBD) Customers

Published 10/6/22

In September, we added a new auto-match column to the OBD Processed Payments report. It will now have a checkbox that indicates auto-matched status. This will enable our OBD customers to quickly tell whether a payment was automatically matched to an invoice or not, saving them time and manual effort associated with payment processing.

For customers not using Online Bank Direct, the product simplifies the process of receiving checks from your customers who send you payments using their Bank Bill Pay solution. Customer payments are reported the next day and electronically deposited within 48 hours, paper checks are eliminated, and you can spend less time matching payments with open invoices. If you are interested in learning more about OBD contact us at productfeedback@invoicecloud.com