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Is there a way to automatically settle all credit card transactions at the end of the day with Microsoft Dynamics?

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Posted on by Bradm

We have just switched to Microsoft Dynamics at our hospital for our Dietary Department. Right now we are having to "manually" settle our credit card transactions at the end of every day. Is there a way to automate this process so that all credit card transactions will be settled at a certain time or something at the end of each day?

Also, is there a way to see via reports or anything that credit card transactions have indeed been settled and when they were settled?

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Community Member Microsoft Employee on at

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Re: Is there a way to automatically settle all credit card transactions at the end of the day with Microsoft Dynamics?

I cannot answer the first part of your question but in regards to your report question. In the Manager View, select Reports - Miscellaneous - Transaction Settlement - Enter date and filter details - Refresh Report. Hope this is helpful.