Customers may adjust the web display view of transaction amount figures to their accounting style preference. Transaction figure views may be changed in the Billing navigation feature. Transaction theme colors may also be turned on or off per the customer’s preference and may be adjusted in either the Parenthesized Numbers or Direct Numbers view. Default settings for the transaction displays are set in a Parenthesized Numbers format.
Please Note: Transaction Display preferences are a business-wide view to maintain consistency throughout a business to reduce display confusion.
How to Customize the Transaction Display
- Select Billing from the left navigation menu
- Select Settings
- Select Transaction Display
- Select Parenthesized Numbers or Directed Numbers
- Using the toggle icon, set Transaction Color Display to Yes (On) or No (Off)
- Confirm your selections by viewing the example of how your transactions will be displayed
- Select Save
Parenthesized Numbers Views
Default settings for the transaction amount displays are set in a Parenthesized Numbers format.
- Parenthesized Numbers format will display numbers transactions in black lettering
- Negative numbers in the transaction pages will display the Amount in parentheses
- The Billing > Accounts page will display account Balance numbers with black lettering
- Family accounts on the Billing > Accounts page with a credit balance will display the credit Balance number in parentheses
- The families account Profile page will display the Total Balance number with black lettering
- A families account balance with a positive credit will display the Total Balance number (Profile page) in parentheses with green lettering (coloring may be turned off in the Transaction Display settings)
- Account balances in which a family owes, the Families > Billing > Overview section displays the Account Balance as a positive number
- Account balances in which a family has an account credit, the Families > Billing > Overview section displays the Account Balance in parentheses
Direct Numbers View
Alternatively, a customer may adjust the transaction figure display under the Direct Numbers format view.
- The Direct Numbers format will display payment Amounts as a positive number with green lettering
- Negative numbers in the transaction pages (charges or debits) will display the Amount with the negative number symbol and black lettering
- Family accounts with a negative balance will display the Balance as a negative number in red font on the Billing > Accounts page
- Positive account balances in the Families > Profile section will display the Total Balance with a positive number symbol and green numbers
- Negative account balances in the Families > Profile section will display the Total Balance with a negative number symbol and red numbers
- Positive Account Balances in the Families Billing>Overview section will be listed as a positive number
- Negative Account Balances (family owes) in the Families Billing > Overview section will be listed as a negative number
Please contact helpdesk@kangarootime.com with any questions.