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May
13th
2009
Limited Staff Accounts, Staff Credit Card Entry, and Manual Transaction Entry
Posted by joshua on
Wednesday, May 13th, 2009 at 23:38
In response to requests from our customers, we have added a few new features to Corduroy:
- Limited Staff Accounts
A new "Limited Staff Member" security level has been defined that can be assigned to users. This security level only grants access to all projects, invoices, and customer information without granting access to any company financial information such as vendors, bills, checks, or bank accounts. - Staff Credit Card Entry (Virtual Terminal)
Staff members may now apply payments to invoices with credit card information received from customers over the phone or in person, just as customers are able to by logging in. As before, please note that credit card information for customers is not stored and is only passed on to your merchant. - Payment Reference
A customer reference may now be entered for invoice payments made by check, such as the customer's check number. For credit card payments, this reference field is now storing the merchant's transaction ID for future cross-referencing.
All payment details are now being stored and tied to individual invoices which can be viewed by staff members. This information includes the payment date, the name and security level of the user (staff or customer) processing the payment, the total amount, and the customer reference described above. - Manual Transaction Entry
Useful for bank accounts that do not support Corduroy's automatic fetching, transactions may now be manually entered for all accounts.
If you have any feature requests, please don't hesitate to contact us!