Ideas & Enhancements

Ability to set up default "Paid by" item when doing batch transactions, or update batch transaction with one click

If I'm doing batch transactions from the value tab, I have to change the "paid by" to our firm's "paid by" type on each and every transaction in the batch...ability to set a default "paid by" type or a one click option in the batch transaction screen to make all transactions go to a certain type would help reduce tons of clicking when closing out a case with bunches of checks to cut.

  • Guest
  • Jul 27 2021
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