Refund from Cash Receipt should copy GLAV & Custom fields

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Rebecca Ralls

• March 05, 2023 18:40

The refund button on Cash Receipts does not copy the Accountintg Variables from the original cash receipt into the new negative cash receipt, and there is no way to add those fields to the input screen. see this request here: https://support.accountingseed.com/hc/en-us/community/posts/13947702781203-Use-field-sets-on-ALL-managed-AS-visualforce-pages?page=1#community_comment_14566263891091

At a minimum this feature should fully clone the existing cash receipt - including GLAV and any other custom fields.  If any of them are required, it will make the refund button unusable for that org.  

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• Official comment

  

  Permanently deleted user

  • March 16, 2023 13:26

  Hello Rebecca, 

  In the Spring 23' Release, any GL Account Variables and Project/Project Task values on the Cash Receipt that is being refunded will be populated on the Refund Cash Receipt once the Confirm button is clicked.

  https://support.accountingseed.com/hc/en-us/articles/4880399781907-Issue-a-Refund-from-a-Cash-Receipt

   

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  Rebecca Ralls

  • March 16, 2023 20:17

  That's great news.  WHat about custom fields?  

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  Permanently deleted user

  • April 21, 2023 15:46

  Hello Rebecca, 

  I created a new feature request ticket for the custom fields. I will send this to the Product Development team for review. 

  Thank you. 

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