Name of Feature/Request: Add “Discount” and “Credit Applied” Columns and Filter Parameters to the Transaction Details Dataset
What financial, time savings, or quality of life improvements will occur from this: To enhance the Transaction Details dataset by incorporating visibility and filter capability for the Discounts Applied and Credits Applied on AR and AP transactions. | Frequency: Monthly close processes, where applied discounts and credits impact revenue/cost timing | Discounts change the recognized income and vendor expense at payment.
Credits applied can impact cash flow, revenue deferrals, and customer service tracking.
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: The Transaction Details dataset does not contain two critical financial fields - discounts and credits applied against transactions. | Previously accomplished: Users must open individual transaction records (Invoices/Bill Pays) Cross-reference with Payment Applications manually
StrivenID: 5297796