Announcement: Hide payment method fields for bank transactions

News posted by Pete Jones 1 month ago

You can now switch off the bank transaction payment method fields.

If recorded, the payment method is visible when viewing an individual bank transactions and in the customer and supplier payments reports.

However, if you don't need to use these optional fields, you can now hide them for cleaner, more streamlined data entry.

To turn this option on or off, go to Settings | Configure System | Toggle features

file

Payment method recording on file

Payment method recording off file

As well as explaining bank transactions, the payment method field can also be found when;

  • Recording Payment from the view page of an outstanding invoice or bill.
  • Recording a new bill as paid as it is created.
  • Creating Manual Bank Transactions - also known as Money In and Money Out.
  • Creating Unallocated Cash Transactions.

We hope this update helps you customise your experience and focus on the information that's most important to you. As always, we appreciate your feedback.

Reply to this news

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are