Bill Connect amount due for amex is incorrect
There's a bug when using Bill Connect for a recurring amex bill when its set to update the upcoming bill amount. After scheduling the payment within amex, Simplifi sets the recurring bill amount as the amount due for the prior month instead of what owed on the current statement.
Here's the configuration:
Recurring Bill with Bill Connect setup due monthly on the 6th day with a static set to $4000, Bill Connect is configured to update the minimum due.
Amex payment is due on 05/06/2023 (mm/dd/yyyy) of $1000
Amex was paid on 05/06/2023 and Simplifi see's that transaction
Amex statement is released with a payment of $5000 due on 06/06/2023
Simplifi updates payment to $5000 for the upcoming bill on 06/06/2023
Within Amex a payment gets scheduled for 06/06/2023 in the amount of $5000
Simplifi now sees a payment due on 06/06/2023 of $1000 which then causes projections to be widely inaccurate, manually changing this to the correct amount ends up getting overwritten during the next sync.
Comments
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Hello @CamperWill,
Thanks for posting to the Community regarding this issue, although I'm sorry to hear that you're experiencing difficulties with your American Express Biller in Simplifi.
When viewing the Biller from our end, I see that there is an amount scheduled of $1,933.35 with a due date of 6/2/23 — how does this information differ from what's actually due, and when? Also, if the Recurring Series in Simplifi is set up to update with the 'Minimum Amount Due', what is the minimum amount due according to your statement? This is normally a fixed number.
Please let us know so we can best assist!
-Coach Natalie
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Hi @Coach Natalie,
The actual amount due for this bill is $5,619.33 with a due date of 6/2/23, the minimum amount due on the statement is $5,619.33. In the case of a charge card the minimum amount is not fixed as it is the entire balance for that statement period.
The notification center oddly enough presented the correct amount due today but the recurring transaction is completely inaccurate despite the recurring series being set to update the amount due shown on the statement.
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Hello @CamperWill,
Thanks for confirming!
It sounds like there may be a delay with the bill amount being provided by the Biller, however, the associated Recurring Series should be updated with the new amount as soon as it's provided. With that said, I'm wondering if there's something going on with the Recurring Series itself.
I'd suggest fully deleting and recreating the Recurring Series, and then reconnecting it to the Biller, to see if doing so helps to clear things up for you.
Please let us know how it goes!
-Coach Natalie
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Unfortunately its still not up to date with the correct amount, recreating the series isn't really an option as there is no way to bulk link prior transactions back to the series.
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Hello @CamperWill,
Thanks for posting back!
If you'd prefer to not delete and recreate the entire Recurring Series, we'll at least want to fully disconnect and then reconnect to the Biller; the steps to do so may be found here. After doing so, we will most likely need to wait until the next bill is presented later this month to see if the associated Series is updated accordingly.
Please let us know how it goes!
-Coach Natalie
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