Ability to run a report with a list of credit cards defined for a client. Similar to the "Credit Card Listing" report from DF Legacy.
Guest
Oct 30, 2021
I found that you can get a listing by opening the "Define" page, then just clicking the "Search" button on the upper-right of the entry screen. A pop-up of the report of all the cards comes up, but the info shown is limited. It would be nice to also see the vendor ID, and if the card has splits with other related clients.
I found that you can get a listing by opening the "Define" page, then just clicking the "Search" button on the upper-right of the entry screen. A pop-up of the report of all the cards comes up, but the info shown is limited. It would be nice to also see the vendor ID, and if the card has splits with other related clients.