Defer Button
It appears that the defer button doesn't work. Might I suggest that when it is working that the feature of defering the payment as a one off transation also include the ability to change the amount as well. Sometime payments are different than what have have in our reminder and it would be great to also be able to change the amount as well.
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Support Staff 1 Posted by Maddy on 07 Oct, 2024 12:53 PM
Hi,
Thank you for contacting Moneydance support.
Generally, instead of attempting to "Record a transaction" via the Calendar itself, you could scroll to the UPCOMING section within your Summary page. By clicking on it you should see a full list of reminder which are clickable as well. By doing so, a window will pop up allowing you to Record/Defer/Skip a transaction.
If they are for a variable amount it would probably better to set them to manual commit so you can put in the correct amount at the time.
You can then choose to Send Online Payment at the same time you choose to apply that transaction to your register as indicated here.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support
System closed this discussion on 06 Jan, 2025 01:00 PM.