Yes, I am having the same problem. client is a non-profit using a payee program and holding funds in trust for disadvantaged clients. Our challenge is now to stop cutting checks for payment and begin using a treasury system we upload a csv file to. Clients will now have their own debit/credit prepaid card to use for expenses. Getting the report and .csv file to cooperate has been a beast. Anyone out there that can help me not have to reinvent the wheel?
Thanks! Laura
