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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

DEP transaction non-payment customization

edited Jun 2, 2025 2:40PM in Ask A Guru 16 comments

For Deposit / DEP transactions, we'd like to associate deposit line items with customers. For Payments, we have a 'Customize' button and a FROM field.

We'd like that FROM field to show up on Other Deposits and Cash Back. (or some other customer name field). How can we customize those alternate sublists on the DEP transaction?



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