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Enabling Payment Transfer Booking Details

← Bookkeeping Data Creation

Depending on the requirements of your accounting system, you can configure JustOn to use transfer booking details when users move payment balances from one account to another. To this end, activate the corresponding global setting Enable Transfer Booking Details.

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Global Settings.

  3. Click Edit in the Default row.
  4. Select the checkbox Enable Transfer Booking Details.
  5. Click Save.