New! Insufficient Funding Handlers

Better Insufficient Funding Handlers

Sendoso is making improvements to help you better manage your budget and notify you of sends that could incur additional expenses. Below are the new notifications that you'll see pop up throughout the app if additional funding is needed!

 

Prompting Managers

When Touch Is Set to Send from Sender's Balance and the Manager has Insufficient Funds, we will now prompt them with the funding sources they can use to complete the send! 

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Extending Permissions to Regular Users to Add Funding for Campaigns

When Touch Is Set to Send from Funding Source, managers can now allow the option for regular users to generate invoices or charge their credit card if the funds are insufficient. 

  • If the box is checked then the senders will be able to generate invoices or charge the credit card to complete their sends
  • If the box is unchecked then the senders will be blocked from adding more funds to the funding source

 

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If There's Insufficient Funding Source Funds - Check with the User to Use Personal Balance

When Touch Is Set to Send from Funding Source, but there's insufficient funds and the Manager user has not allowed regular users to add funding to the funding source, we will now prompt regular users to use their personal balance so they can complete the send!

 

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More Transparency to Why Sends Can't Be Completed

When Touch Is Set to Send from Funding Source, but there's insufficient funds, the Manager user has not allowed regular users to add funding to the funding source, and the sender doesn't have enough funds, we tell them to ask their manager! 

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