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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

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Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Future consideration
Created by Shannon Stout
Created on Sep 13, 2021

Need to capture Original Amount of transaction when a Lien is auto created

When you create a voucher and the selected contact has a lien, Clearsight automatically creates transactions for appropriate liens. At the transaction level, we need to capture the total transaction amount BEFORE the transaction is split into multiple payments.

Solution Platform ClearSight
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  • Shannon Stout
    Reply
    |
    May 21, 2024

    High Priority for WCS.

  • Guest
    Reply
    |
    Feb 26, 2024

    This request is for creating check/ACH payment transaction, and not voucher.