Introducing the enhanced Fee Statements and Deposit Reports feature for ePay customers - a game-changer in simplifying financial reporting and reconciliation. Learn about the latest tools and resources available to streamline your financial processes.
Overview of Enhanced Fee Statements and Deposit Reports
We are thrilled to announce, after a robust testing and beta period, that our redesigned and enhanced Fee Statements and Deposit Reports are ready.
Requirements were informed by market research as well as customer and partner feedback with a keen focus on simplicity, accuracy, and reconciliation.
Effective April 6, 2024 ePay users will have access to these new reporting tools for their March statements and beyond
Benefits of the New Reporting Tools
The new reporting tools offer several benefits to ePay customers:
- Simplified financial reporting: The enhanced Fee Statements and Deposit Reports make it easier for customers to understand their financial transactions and track their fees and deposits.
- Improved accuracy: The redesigned reports ensure greater accuracy in financial calculations and eliminate potential errors.
- Streamlined reconciliation: With the new features, customers can quickly reconcile their financial records and identify any discrepancies.
- Enhanced visibility: The reporting tools provide a clear overview of customers' financial activities, allowing them to make informed decisions and manage their finances more effectively.
How to Access and Utilize the Enhanced Features
Accessing and utilizing the enhanced features of the Fee Statements and Deposit Reports is simple:
- Log in to your ePay account using your credentials.
- Navigate to the 'Reports' section of your account.
- Select 'Fee Statements' or 'Deposit Reports' to access the respective tool.
- Explore the various options and filters available to customize your reports.
- Download or export the reports in your preferred format for further analysis or record-keeping.
Support Resources Available for ePay Customers
We understand that adopting new reporting tools may require some guidance. That's why we have provided comprehensive support resources to assist ePay customers:
- Fee Statement and Deposit Report Videos: Watch step-by-step tutorials to learn how to navigate and utilize the features of the enhanced reports.
- Support Articles: Find detailed articles covering various aspects of the Fee Statements and Deposit Reports, including troubleshooting tips and best practices.
Conclusion
The enhanced Fee Statements and Deposit Reports are a game-changer for ePay customers, offering streamlined financial reporting and reconciliation.
Take advantage of these new tools to simplify your financial processes and gain better visibility into your transactions.
To access the enhanced features, log in to your ePay account and explore the Reports section.
For more information and assistance, please reach out to support@eldermark.com and your ePay Customer Success Manager will be in touch!
