Processing functions to help you manage the financial records.
Applies To: Enterprise Plus Basic Overview The 1098-T is a federal IRS report for eligible tax credit payments and billings. See IRS publications for details. To Tag Records as Tax Credit...
Applies To: Enterprise Plus Basic Overview Balance Due is a value that is calculated every time the value is requested in a report or on the screen. The Balance Due calculation is affected b...
Review the list below. If these solutions do not solve the issue, please submit a support ticket. Transaction Missing in Payment Gateway If the payment exists in XenDirect but does not exist in the g...
There are two recommended methods to transferring a Client from one Assignment to another and making sure the record of payments is maintained. The method decision may be affected by policies of your...
When a payment transaction is made and the funds are later not collected (i.e. a check returned for insufficient funds), certain entries must be made to make the transactions balance. In the cases li...
Using the OnAccount/Refund Function Use this function to add an in-house OnAccount or Refund to an invoice where payment transactions have been recorded. Go to the Registration >> Invoice tab for the ...