Auto-Populate BankName based on CC Company when creating payments

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asked Nov 5, 2025 in Tuition and Fundraising by ys

When processing credit card transactions, we create daily payment records for all completed and funded transactions. Currently, the BankName field in the Payments table remains blank. It would be helpful if the system could automatically populate BankName based on the CC Company field. This would save time and reduce manual data entry errors.

commented Nov 12, 2025 by ys
Do you have any updates on this?
commented Nov 13, 2025 by Admin
This can be setup thru settings. Contact Support to set it up.

1 Answer

answered Nov 13, 2025 by Admin
This can be setup thru settings. Contact Support to set it up.

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