Enhance your transaction reports by including detailed payment information such as payment type, mode, notes, and the individual who recorded the transaction, along with essential card and bank details.
Details Included:
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1- Payment Type & Mode: Identifies whether payments are made via cash, credit, debit, etc., and specifies the method like Visa, MasterCard, or bank transfer.
2- Transaction Notes: Allows for additional contextual information for each transaction.
3- Recorded By: Shows who entered the transaction, enhancing traceability.
4- Card or Bank Details: Includes partial card information such as the last four digits or bank name to aid in financial tracking while maintaining security,
Benefits:
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1- Better Financial Management: Detailed breakdowns help with accurate record-keeping and financial planning.
2- Simplified Reconciliation: Eases the process of matching transactions with bank statements.
Usage Scenario:
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A business generates a detailed report to reconcile a month’s transactions, streamlining the accounting process and ensuring all payments are properly documented.
This feature allows for more efficient financial management by providing comprehensive and customizable payment details directly within transaction reports.