Batch Deposit - Auto Fill Reference Field
The Contact Financial Details Reference field used to be populated with the last reference entered for a customer in the Customer Invoice Batch Clearing reference field. I have many customers paying by ACH or Zelle and have the same reference information each week. For my customers that I have had for a long time the reference field is copied from the Contact Financial Details Reference. But for any new Customers this functionality does not work and the field is blank in Batch Clearing. So I have to enter the reference for each blank line on the batch. Please add the functionality to reduce keying.
Cheryl Kuchinka
shared this idea
Thanks for your idea, Cheryl. We don't have any immediate plans to change this behaviour but we'll start to get a sense of support in this from the community, here.