Ideas

Adding Batch Entity Attributes to the Check Scanner

4

Adding Batch Entity Attributes to the Check Scanner

Finance

Our accounting department has requested the ability to assign a main account to a batch so that any transactions within it will have the account auto-selected. We were able to add an entity attribute and then code the transaction detail block to suggest an account if one was selected at the batch level.

Now they want to begin to use the check scanning tool, but we don't have access to the code for that tool. It would be super helpful for our personalized entity attributes to be available to edit as the batch is being created through the check scanner tool.

Submitted by Abby Laguna, Grace Community Church - Sun Valley, CA · March 13, 2019 · Finance

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