8440-Daily - Cashier - Fund Transfer

Version

6.7.0

Description

Enables the Fund Transfer button in the Payment tab for users to transfer funds between trust accounts.

Interdependency

Interoperation

8108-Cashier Payment

If you enable FID 8108, the Fund Transfer button always displays. If you set FID 8108 to read only or no access, the Fund Transfer button only displays when you enable FID 8440.

Solution

All

Access

Record portlet > Payment tab > Refund button