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Import Scenario for payment and application

  • January 10, 2025
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Jr Varsity II

Hi everyone, I'm trying to configure an import scenario for Payment and Application and I'm looking for a formula that once the Payment Method is selected automatically select the Cash Account. For example, once I select ACH payment Method the cash account is selected by default.

 

 

Best answer by dcomerford

​@alejandradiaz68 If you set the Default cash account on the payment method then you should not need to import the Cash Account in your import scenario

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dcomerford
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  • dcomerford
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  • January 13, 2025

​@alejandradiaz68 If you set the Default cash account on the payment method then you should not need to import the Cash Account in your import scenario

Dermot Comerford
Chris Hackett
Nilkanth Dipak
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