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Payment Transfer Security

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We already had extensive security options on payment lines as they are a very sensitive area, but we have now expanded the security options for payment transfers into two separate securities.

  • Invoice Detail – Add Auto Payment Transfer: controls whether the user is allowed to add the payment transfer when splitting an invoice when the invoice type has Auto Payment Transfer enabled. This type of a payment transfer is system controlled and EPASS automatically adds both the positive and negative entries, so it is always balanced.
  • Invoice Detail – Add Manual Payment Transfer: controls whether the user is allowed to select the payment transfer payment type when adding a payment line. This is a manual entry and requires the user to key in two opposing payment transfers to make sure the entries balance.

Users that already had payment transfer security enabled by default have both of these securities enabled.

Invoice Type​

Auto Payment Transfer can be enabled on the Settings 3 tab of the invoice type.

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