Sometimes we see a transaction on our bank statement or in our MX Merchant statement for which we cannot identify the source of the funds (which of our thousands of customers paid us) yet we need to know this in order to apply the payment to a transaction in our accounting software. It would be nice if we could drill down on a transaction to view the name of the cardholder so that we could match it with the entry in our accounting software.
Guest
Can you just put the customers name on the transaction when submitting to the bank. Have it identified on the bank stmt.
This is marked as "already exists," which is partially true. "Customer name" shows up in the "Payments" view, but it does NOT show up in monthly Statements. This is where we need it.
Cooking For Engineers