Refund Finance Button Missing from the Credit Balance Dashboard
RecTrac 3.1.10.21.00
Table of Contents
Problem
The refund finance button is missing from the credit balance dashboard. How can we add this button to this screen?
Solution
The refund finance button is only available to RecTrac users who have permission to process refund finance transactions via the payment profile.
Steps For Solution
- From the RecTrac main menu, go to Profile Assignments.
- Highlight the linked Payment Profile associated with either your user/user group/workstation/default linking levels.
- Click Update.
- Expand the Core Settings 2 group.
- Update the field for Allowed Refunds and add the option for Refund Finance.
- Click Save.
Close the Credit Balance Dashboard and reopen it. The Refund Finance button should now appear.