Add Payment Method column to Reconciliation Statements and Cash Account Details

  • 14 May 2022
  • 1 reply

Since we have one Cash Account that uses over a dozen different Payment Methods (over a dozen corporate credit cards), a filter or column needs to be added so the Payment Method (credit card) used for each transaction is shown.

Right now, it is very difficult to reconcile (Reconciliation Statements) or see what Checks or Quick Checks have already been entered (Cash Account Details) because the one credit card statement has separate sections for each each employee’s credit card purchases but the the transactions for the Cash Account are all mixed together without any way to see which Payment Method (credit card) was used.


Best answer by hkabiri 19 May 2022, 20:06

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Userlevel 5
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@rgiron Since the Screen uses CATran Table, it does not have the Payment Method available. I would suggest as product future idea but functionality you require, as of now only available through customization


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