April 24, 2024

🎉 Exciting New Updates to Bank Shot’s Disbursements and Request for Payments! 🚀

• 🙌 We’ve been working hard to make your experience with Bank Shot even better, and we’re thrilled to announce some fantastic new features that will streamline your workflows and save you time. Let’s dive in!

🌟 Disbursements:

• 🔍 Effortless Recipient Selection

  • When creating a disbursement, you can now choose from a list of users you’ve previously sent disbursements to. No more manual entry every time!
  • If a recipient doesn’t exist in the system, don’t worry – they’ll be automatically saved when you send the initial disbursement.

• 🛠️ Powerful Management Tools

  • Need to cancel a disbursement that hasn’t been accepted yet? No problem! Disbursement managers can now easily void pending items.
  • Tailor your deposit options to your needs. Disbursement managers can choose which deposit options are available for each bank account and individual disbursement.

📥 Request for Payments:

• 📂 CSV Upload for Multiple Requests

  • Save time and effort by uploading a CSV file to send multiple payment requests at once. This feature is now conveniently located under each individual payment type.