The automatic payment change reason field allows you to create a drop-down list of reasons the automatic payment setting is being turned Off for a company. For more information about updating a company's automatic payment setting, see Setting whether companies make automatic payments.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To add an automatic payment change reason
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and then the Receivables tab. The Credit Note Reasons option appears.
NOTE: The Credit Note Reasons only appear if your organization subscribes to the Credit Note service.
Select the Automatic Payments Change Reasons tab.
Click the Add button.
In the Auto Pay Change Reason Name field, enter the auto pay change reason name.
Click Save.
TIP: The next step in the Kube system setup process is to add company file categories. For more information, see Adding a company file category.