All of the information contained within this article may also be found in the document Magic Feature: Is Important Functionality.

Processing Payment Style – Accordion

Payment Identifiers

Issues in Reporting

When a client is utilizing the Accordion style setup in Magic, there can be issues with getting Payment identifiers conveyed in a manner that allows for easy manipulation in reporting. I’ll use a child care program as the example.

The Payment Type “Latchkey” is where the Payment Identifiers are captured. For this example, I’ve processed a transaction containing Child 1 and Child 2 and both are associated with Parent 1.

To view the transaction in a report with the Payment Identifiers, you would select the Export Transactions report type. As the Payment Identifiers are currently configured, they are only conveyed in the Payment Type “Latchkey”.

Is Important Functionality

To have the Payment Identifiers conveyed for all applicable Payment Types, the Is Important functionality must be enabled.

To do this, select Payment Types under Manage.

Find the Payment Type with the Payment Identifiers (“Latchkey” for this example) that should be conveyed for other Payment Types and click the edit icon () to edit the Payment Type.

Click Edit Payment Identifiers.

Locate the Payment Identifier(s) you wish to have conveyed for the other Payment Types. Click the icon to view the Metadata Options menu. Click to check the box Is Important to enable and save.

Now, any Payment Identifiers with Is Important will be conveyed for the associated Payment Types in reporting and the client is now able to more easily manipulate the data for their use.