Do you know how I can get the customer name to appear when matching transactions on my bank reconcilliation - it will not work for us using referemce number due to different methods of payment recieved. Thanks.
Hi @NSDynamics
Thank you for your post. When you create a payment there is a field labeled 'Description of transaction' - which will always default to the type of transaction and customer name.
If you type over that field with a number, then it will show that in the description on that screen. If you wanted to change it back to the customers' name - you can open the payment and change the description again.
Hope that helps.
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