Vision Product Ideas
Your ideas really do matter
Your ideas really do matter
In UB2, when doing a balance transfer, it would be a great option to choose either the entire amount or manually enter an amount to transfer. When a customer has multiple accounts and a payment gets posted to the wrong account, if that account has a credit it will require you to post the entire account balance/credit on transfer instead of just letting you enter the amount you want to transfer.
Thank you for taking the time to share this suggestion, and for explaining the scenario so clearly. I completely understand the frustration of having a payment land on the wrong account and then being required to transfer the full account balance or credit rather than just the specific amount you intended to move.
After reviewing this with our team, we've decided not to add a partial-amount option to the Balance Transfer tool. The reason is that Vision already offers ways to handle these situations:
For a payment that was applied to the wrong account, we recommend using the Reversal tool in Cash Management to correct the payment and reapply it to the right account. This addresses the root of the issue rather than transferring a balance after the fact.
For moving a specific amount between accounts, the manual bill process lets you create a bill for transfer accounts, giving you control over the exact amount you want to move as well as allowing you to print the bills related to each side of the transfer.
If it would help, Support would be glad to walk you through either of these processes or point you to documentation so your team can reference them going forward.