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Status Potential for future consideration
Created by Guest
Created on Jul 20, 2020

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Record Deposits - memorize last used transaction description

Legacy Gap - Memorize last used transaction description for an existing payor.

Example: a bookkeeper can easily know that based on the last description (i.e. "payment 5 of 20"), the new deposit transaction description would be "payment 6 of 20"

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1 MERGED
Merged
In Legacy for cash receipts, if you do not pre-populate GL accounts, descriptions or commissions on the payor it will default to the previously entered cash receipt. When defaulting, it remembers the amounts, description, ABA number and detail des...
over 1 year ago in  0 Potential for future consideration
4 MERGED
Merged
Payors – In Datafaction, if you did not add a default description or any default accounts. The system would add the description and account coding from the last transaction for that Payor. In AgilLink it does not it only adds if you entered a defa...
almost 3 years ago in  0 Potential for future consideration