News posted by John Fouracre 7 years ago
When creating a lookup rule, you can now select Refund in the Type drop-down field. If you use the mass update for this rule - all the appropriate transactions will be explained as a refund.
To learn more about lookup rules and mass updates Click here
Hey John - how about transfers, must be 5 years since that was first requested?
Have more users really asked for a refund type over a transfer type?
Cheers
Hi Paul, we are currently scoping that one out a bit (it's a bit more complex than bulk explaining refunds) - I think if you select Transfer in the Type drop-down, it will need to show a separate drop-down field below that to allow you to select the bank to transfer to/from - we'll announce it once complete
Thanks John - not holding breath :)
You must 