Posting Credit Card Adjustments

When one of our team members has a return or credit on their credit card we have to code it using an adjustment category. These transactions should be posted through Cash Management. However, in the webview our Visa Account does not show up as an account to select to post transactions. I have to post these through the database. It would be very nice for this account to show up along with our bank accounts under Cash Management.

  • Emily Gribnau
  • Oct 20 2021
  • Needs review
  • Attach files