Default collapse Ledger allocations - debit and credit fields

Owned by Knowledge Assistant
Dec 05, 2022
1 min read



Description of Issue

During payment processing, ledger allocations default open when charge code is selected



Context

  • Cashiering

  • TC



Cause

Payment Type settings are set to have the display details expanded by default 





Resolution

  1. In Cashiering, go to Administration

  2. Select Payment Types

  3. Edit desired Payment Type (pencil icon)

  4. Processing tab

  5. Turn off Display item details expanded

  6. Click Save.



Additional Information

Ledger allocations can be expanded by clicking the corresponding downward pointing arrow or pencil icon after the charge code has been selected.Â