Receive Payments

Syncore

As part of migrating a complex legacy system for a leading SaaS platform in the promotional products industry, I led the UX/UI design and research for the "Receive Payments" feature, streamlining bulk payment processing for accounts receivable.

Role

UX/UI Designer

Duration

Q4 2023

Feature

Finance

Tools

Figma, Zoom, Milanote, Hotjar

The problem

Before the introduction of the "Receive Payments" feature, users managed payments for accounts receivable manually through fragmented workflows in Syncore. This process was prone to errors, time-consuming, and lacked scalability for bulk payment operations as each payment was done one by one. Some partners hired additional accountants just to do this work which came after research calls with users. 

Discovery research

Since it was clear that users spend way too much time to record payments from the clients main goal to conduct interviews with finance and admin users was to understand their pain points and workflow requirements. 

Observed the existing processes to identify bottlenecks and areas for improvement.

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