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gtobias
Level 2

Online bills payments applied to wrong checking account (Melio beta)

I'm loving the new online bill payments feature currently in beta, from Melio.  I have one annoying problem, however.  My client has two checking accounts, and operating account and a small reserve account.  I always select the operating account when setting up a new online bill payment, but for some reason the payment always gets recorded to the reserve account.  It's easy enough to fix by opening up the individual payment afterward and changing the account selection, but it's inefficient to have to do that, and frankly I shouldn't have to.   Can anyone help me figure out how to prevent this happening in the future?

1 Comment 1
ZackE
Moderator

Online bills payments applied to wrong checking account (Melio beta)

Hi there, gtobias.
 

Once you've signed up for the Bill Pay application provided by Melio, every payment, vendor, or bill created will be synced between the two platforms. If any issues arise while using this third party app, you'll have to get in touch with their support team about what you're experiencing.

You can reach out to them by selecting the Help icon on the bill payment screens within the program, which will display a frequently asked questions menu on the right-hand side of the screen. From here, Melio can be contacted by using the Start a chat button. They additionally provide their customers with a contact email and phone number on that same page.
BillPayByMelio.png

Here's a resource containing further information about the Bill Pay application provided by Melio: Melio Bill Pay - Pay any vendor or bill in one beautiful tool

You can respond here if you have any questions. I'm just a post away. Have a great day!

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