NEW: Enhancement to the Transaction and Payment Reconciliation Report

• NEW Slicer and column added to Transaction and Payment Reconciliation Report - Release expected today.
  • NEW Slicer and column added on the Payments tab to show the last 4 digits of a credit card.
  • View the report article Transaction and Payment Reconciliation Report.

This enhancement allows you to slice the report by the last 4 digits of a credit card, to find a payment and the date it was collected.  This will assist with the reconciliation of payments that are made by credit card against the payments that show in the Worldline and Chase portals as deposited into your trust account.

 If you have any questions about this enhancement, do not hesitate to contact our team 😊