Transaction Means (7.0.0 Product Feature)
CareRight has a default list of "means" used when receipting as follows. But, system also allows an ability to define your own types for receipting payments.
- Cash
- Cheque
- Credit Card (Manual)
- Eftpos (Savings A/C)
- Direct Deposit
- Cheque for External Payee
- Eftpos (Credit A/C)
An additional panel to enable/disable the different means. Direct Deposit is always enabled and cannot be changed.
Add Transactions Means:
- From administration
- Click on accounting
- Click on transactions Means
- Click New.
- Add the details:
- Click create transaction mean.
Details | |
| Means Code | Add means code. e.g. H |
| Means Description | HICAPS |
| Enabled | By default, this is enabled when you are adding new transaction type. |
| Description Label | Add the description label that will be displayed when you select the transaction method, e.g., "Details". |
| Description Generic Table | The system allows you to configure the dropdown options for the label you previously added from the generic table. |
| Bank Label | Add the label to be displayed when you select the transaction method. E.g: Name on Card. |
| Bank Generic Table | The system allows you to configure the dropdown options for the bank label that you previously added from the generic table, if needed. |
| Payment Label | Add the payment label name. E.g.: Card Number |
| Payment Generic Table | The system allows you to configure the dropdown options for the payment label that you previously added from the generic table, if needed. |
| Show Bank Date | If ticked, system will give bank statement date for transaction type. |
| Payment Group | Select the payment group from drop down. E.g.: Card |
