Process checks through Workiz
planned
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Dawn Vickery
I know the client can pay with a check as an ACH online but most the time we collect checks on the job sites. I then have to enter them into Workiz, go to Qkbks, change from undeposited funds to the correct bank & process the check through them. Would be great if I could process those client payments through Workiz & stop me having to do double entries. Extra work is not helping my efficiency.
S
Samuel
Out of curiosity, why aren't you all just depositing checks through you banking mobile deposit feature? Same concept, no fees?
I can see this being valuable if it's able to "clear" the check immediately, but I doubt this is a feature that Workiz can produce that a bank couldn't do quicker/more efficiently. Maybe I'm wrong?
Orit Tepper
Check deposits will be in beta this fall. To sign up for early access, register here
idan kadosh
Merged in a post:
Mobile Check Capture
H
Howard
Through service titan we had mobile check capture as a payment option allowing for direct deposit to our bank accounts. The feature was $1 per check deposit since it was a mobile check capture (like what you see in a banking app... take a pic of the front and a pic of the back)
idan kadosh
Merged in a post:
Processing checks onsite via camera
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Luke
I want to be able to scan a check via the phone/tablet camera and process it onsite so that we know it's not fraudulent. Also, it saves us the risk of losing checks and the hassle of having to deliver them to a bank!
Thanks
Orit Tepper
This request is something we are working on and plan on releasing later this year
Orit Tepper
Updating that this is something we are working on and hope to release later this year.
Orit Tepper
Updating that this is something we are working on and hope to release later this year.
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Philip Ferreira
Curious what you'll charge for this? I think it a very valid and required feature, but it only has 10 votes, vs many other requests that have dozens, so I have to ask the question; is it prioritized because it has the opportunity to increase revenue? Orit Tepper
Orit Tepper
Philip Ferreira: there are actually several open requests for this in Canny.
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Philip Ferreira
Orit Tepper okay. Still feels to me like feature request are driven by revenue. Thanks anayway.
Orit Tepper
Philip Ferreira: I'm the Workiz Product manager for Payments. Therefore my focus is on ensuring customers can collect payments easily and securely to grow their business. There are other product managers focused on different areas of the products addressing other requests. If there's something I can help you with, don't hesitate to reach out.
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Philip Ferreira
Orit Tepper Okay, thanks. Please feel free to tag relevant project managers in place of where I mistakenly tagged you. Thanks again.
Orit Tepper
Scanning checks is currently in development and will be available for Workiz Pay customers in the next few months. To sign up for beta early bird access click here - https://docs.google.com/forms/d/e/1FAIpQLSfBszh_Ab9X58euW452koeh9hdsn08Hoz08vP6cEPj09wRAcg/viewform
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Luke
Orit Tepper SWEET!!! This will be a game changer.
Orit Tepper
planned
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