Skip to Main Content
Procare Solutions Internal Ideas Portal
Status Planned
Categories Accounting/Billing
Created by Jack Pearson
Created on Dec 8, 2020

SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.

US Number FIN052
Criticality XL
MPM Element Family Manager
Department Accounting
Persona PSFC, FO
Priority (Numeric) 17
  • Attach files