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Status Shipped
Created by Guest
Created on Jun 20, 2019

Automatically relate images duplicated by CC Module

Right now, when the CC module duplicates documents to relate to the Split Entities, the are only duplicated and not related.  So when you click on one JE or AP details, it only lists the Entity name and JE/AP number, but it is not hyperlinked, so the only way to view the other split entries is to either open a different browser and search for it or exit out of the current client, switch, search and find.  Neither are very convenient or efficient.

It would also be nice to have an option in the CC definitions to control what is automatically put in the description.  Right now it simply defaults to "CC stmt, Card#4", which when a client has 10 cards is not useful - being able to pull the Card Name/Description and stmt date uploaded, ie "Joe's Amex, 5/18/19", would be much more useful to see on the ledger.

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When you do a credit card split and create an AJE it does not have a vendor name
almost 6 years ago in  0 Shipped