90 Minds Mod Squad

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  • 1.  MS-BR034 Exclude Wire Transfers from Postivie Pay Export

    Posted 11-14-2020 13:23
      |   view attached
    Please review the attached design document and list your comments/questions. MS-BR034.

    Thank you.
    @Bill Pfahnl
    @Andrew Hagenbach
    @Jeff Fiddelman
    @Beth Bowers
    @Madeline Stefanou
    ​​​​​​

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    Moira Goggin
    Executive Director
    90 Minds, Inc.
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  • 2.  RE: MS-BR034 Exclude Wire Transfers from Postivie Pay Export

    Posted 11-14-2020 13:38
    That seems like the logical place to put it.
    However - seems like the default should be Yes to exclude.  Does ANYONE have a bank that will process the W's?
    So IMHO the sample formats should be Yes.
    And I'd rather see it disabled, not hidden, if WT not an option.

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Tennessee Software Solutions
    269-445-1625
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  • 3.  RE: MS-BR034 Exclude Wire Transfers from Postivie Pay Export

    Posted 11-14-2020 14:17
    I agreed with you @Beth Bowers but think that's program standard to have those types of options 'unchecked'.

    @Jeff Fiddelman can you confirm on the 'wizards' are options be default 'unchecked'?
    ​​

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    Moira Goggin
    Executive Director
    90 Minds, Inc.
    ------------------------------

    Original Message


  • 4.  RE: MS-BR034 Exclude Wire Transfers from Postivie Pay Export

    Posted 11-15-2020 08:08
    Hi.

    My thoughts on this:

    1.  I understand that existing Exports on customers systems have to default to N to not break working things (Sage standard for adding functionality)

    2.  I think and agree that  A) the templates and B) the default if you start a new export without a template should have this set to Y to exclude.  If Sage wants, we can take a poll of 90 minds to confirm this.  [This was really something that was missed in the original design]

    3.  answering Sage specific questions:
    A.  This is the correct place in the wizard
    B.  This should NOT be a subscription only feature - it is just solving a problem with the existing design.
    C.  Agree with just disabled, not hidden.

    This is really something that should have been in the original design, so the sooner it is done, the better.

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    Jeff Fiddelman
    Exeplex, LLC
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    Original Message


  • 5.  RE: MS-BR034 Exclude Wire Transfers from Postivie Pay Export

    Posted 11-16-2020 09:19
    • Templates should have Exclude Wire set to "Y". 
    • Good Call to set client existing formats to "N" and the client can change themselves as needed.
    • Location in the wizard looks fine.
    • Not subscription only.
    • If wire transfers not turned on in options, then hidden or disabled doesn't really matter.  Personally, I like it shown and disabled; to "prompt the user"; to look for a setup feature elsewhere that can be turned on to enable wire transfers. 
    • Samples should have Excluded Wire set to "Y"


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    Madeline Stefanou
    RKL eSolutions, LLC
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