Added capability of separating transaction fees out into separate debit/credit lines. Also added a block setting to control grouping of accounts in the resulting Excel file.
New Settings:
Batch to Journal and Batches to Journal Block
GL Account Grouping - Determines if debit and/or credit lines should be grouped and summed by GL account in the export file
New Attributes:
Financial Gateway Attributes:
Shelby Financials Export > Gateway Fee Processing - Sets how the gateway should process fees
Shelby Financials Export > Default Fee Account - Sets the default account for transaction fees
Financial Account Attributes:
Shelby Financials Export > Transaction Fee Account - Sets the account to use for transaction fees
Release Notes
What does the change add or fix in a succinct statement that will be read by clients?
Added support for handling transaction fees to FinancialGateways and FinancialAccounts
Added block settings to group accounts in resulting Excel file.
Requested By
Who reported, requested, or paid for the change?
Simple Donation
Screenshots
Does this update or add options to the block UI?
New Financial Gateway Attributes:
New Financial Account Attribute:
New block setting for Batch To Journal and Batches To Journal blocks:
Change Log
What files does it affect?
ShelbyFinancials/BatchToJournal.ascx.cs
ShelbyFinancials/BatchesToJournal.ascx.cs
Migrations/External Impacts
Is it a breaking change for other versions/clients?
Description
What does the change add or fix?
Added capability of separating transaction fees out into separate debit/credit lines. Also added a block setting to control grouping of accounts in the resulting Excel file.
New Settings: Batch to Journal and Batches to Journal Block
New Attributes: Financial Gateway Attributes:
Financial Account Attributes:
Release Notes
What does the change add or fix in a succinct statement that will be read by clients?
Requested By
Who reported, requested, or paid for the change?
Simple Donation
Screenshots
Does this update or add options to the block UI?
New Financial Gateway Attributes:
New Financial Account Attribute:
New block setting for Batch To Journal and Batches To Journal blocks:
Change Log
What files does it affect?
Migrations/External Impacts
Is it a breaking change for other versions/clients?
Has dependency on https://github.com/KingdomFirst/RockAssemblies/pull/123