Ideas

Payments - Refunds Type - Need Stripe Option

there’s no stripe option under ‘type’.Cash would indicate we’d paid them from petty cash, which is incorrect, and ‘cheque’ would require a cheque number to be generated on our accounting system.All I need is a drop-down option of Stripe, I don’t actually need it to link to anything, it’s just so I can see how we refunded them on the reports.


1) Where:https://twynham-pri.uk.arbor.sc/?/customer-account-ui/refund-dashboard 2) What:There’s no Stripe option under ‘type’ - only cash or cheque.Cash would indicate the school paid in from petty cash, which is incorrect, and ‘cheque’ would require a cheque number to be generated on their accounting system.They need a drop-down option of Stripe, so they can see how they refunded guardians on the reports.3) Why:please aim to include:
Why are they doing that task? To record refunds taken through Stripe
What task are they trying to accomplish but can’t? Record refunds as a 'Stripe' type
What do they currently have to do instead? Not enter these records at all
How does solving this problem add value to our users and to our business? Supports this school with the last thing they need to use Arbor for finance reporting
How time critical is this problem? The sooner completed, the sooner they'll be able to start entering refunds on the system. There are a number
How does solving this problem help us mitigate risks or open up new opportunities - the school have started to refer us to others and payments is the only area they are unsure about

4) WhoFinance admin5) How:They need a drop-down option of Stripe and the type to also show in reporting like cash and cheque does in refunds.
  • Faith Allen
  • Nov 1 2017
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