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Status Gathering interest
Workspace Passare API
Created by Kaylan Johnson
Created on Sep 25, 2021

Base Accounting Reports on Transaction IDs Instead of Transaction Names

Currently, users are able to edit Transaction names under Admin > Accounting (Financial Accounts page) in the Transaction list. For example, "Refunds" to "REFUND."

Result: Any transactions using the prior name(s) (i.e., "Refunds") on the Payments & Adjustments page will not be included in the Accounting Reports/Exports. The only way to get them to export is to complete the following steps:

  • Edit the transaction back to the previous name (i.e., "REFUND" to "Refunds") and select the Archive option (in order for the transaction to not appear in the Add Transaction drop-down on P&A page).

  • Add a new transaction with the desired name (i.e., "REFUND") and then include that transaction in the corresponding Accounting Report.

  • Exports also usually have to be ran and/or "dumped" in order to correct anything that's been handled manually, depending on the specific user scenario.


Proposed Solution:

  • Allow users to edit the name of a Transaction as they please, but auto-create a Transaction ID that is visible but not editable.

  • This ID should only be used to connect the Transactions as they are used on the P&A page (similar to the Reference Number or Item ID in the Detailed History for this page).

  • This should allow the Transaction to come out on the Accounting Reports/Exports regardless of the name of the Transaction.


Alternative Solution:

  • Remove the ability to edit existing Transaction Names if they are used on a P&A page (similar to not being able to delete Price List items that have available Inventory tied to them).

  • Add an Information Symbol "i" next to the Transaction Name field that explains this name cannot be changed since it's been used, but can be archived and another transaction created.

  • Attach files