More comprehensive transaction status management has been added, allowing each transaction’s status to be updated directly from the list while recording the information associated with the change.
With this update:
- The Status label allows the transaction to be changed to any available status other than its current one.
- When a transaction is changed to Completed, Amount paid and Payment date & time are recorded, preserving the actual amount collected or paid and the date and time the transaction occurred.
- When a transaction is changed to Cancelled, a reason must be entered in Notes before the change can be saved.
- Other status changes require confirmation only.
- Notes entered during a status change are saved with the transaction.
- When notes are available, they can be reviewed directly from the list using the icon displayed next to the status.
This enhancement keeps transaction statuses up to date while preserving the final payment or collection information and the reasons associated with specific status changes within the transaction record.