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Created by Sarah Dayley
Created on May 11, 2022

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Transaction Codes Automatic for Online Payments by Parent (according to transaction code of invoice being paid)

This would be wonderful for Reports. When an online payment is made, there is no transaction code, so we always have to check merchant services for online payments. We have to go in an manually give them a transaction code so they show up on reports. It seems like whatever the payment is covering should be automatically updated with the corresponding transaction code. This is a lengthy process for us each time we need reports.

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  • Shandi Broussard
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    |     Nov 13, 2022

    Yes! I was about to add this idea and see you are struggling with the same issue. Thank you for posting this idea as well!

14 MERGED

Ability to match payments to transaction codes

Merged
In the webinar that Dance Studio Pro hosted with Chris Salter, he urged DSOs to track their income across different revenue sources - classes, camps, etc. The way the software is set up now, it does not keep the transaction code when a parent make...
Sara Carbo almost 3 years ago in Settings 0