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Default value for type of reason field on new transaction form (payment or invoice)

Updated on April 22, 2022

Financial Settings / General Settings / Transaction Settings / New Transaction Form Setting / Default value for “type of reason” field on new transaction form (payment or invoice)

This setting selects the default type of Reason for an Invoice and Payment. There are four options:

  1. Automatic
  2. Free Text
  3. Existing Options
  4. Automatic (from plan)

Setting -> Automatic

Automatic” is default selected

Setting -> Free Text

Free Text” is default selected

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