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NSDynamics's avatar
NSDynamics
Contributing User
3 years ago

bank reconciliation reference number instead of customer name

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 reciev...
SamaraM's avatar
SamaraM
Former Staff
3 years ago

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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