Payment Method | Feature Requests

Payment Method

under review

Shannon Palermo

Transactions without payment method and the ability to mass update the payment method on transactions.

This will help with 1099 reporting as well.

January 12, 2022

Brittani Clark

I would like to add the ability to exclude transactions from 1099 (new vendor added report) based on PAYMENT METHOD.

Ben Stein

updated the status to

under review

Shannon Palermo

Ben Stein: I'd also like to be able to edit the reference number!

Lacee Workman

Ben Stein today I needed to run an audit of Deposits and filtering the Payment Method to 'Check' to see if any of the Check Deposits are missing the customer check image as an attachment on the Deposit transaction! Can you add both Payment Method and Attachment as columns in Transaction Review reports?