Enhanced interface

Set up reclassification—Cash Management

To allow reclassification of Partially paid and Paid credit card transactions, you need to update your Cash Management configuration and grant permissions to users.

Permissions and other requirements
Subscription	Cash Management Administration
Regional availability	All regions
User type	Business with admin privileges
Permissions	Administration Application subscriptions: List, View, Configure Users: List, View, and Edit Cash Management Credit card transactions: List, View, Edit, Reclass

At the top level, go to Cash Management > Setup > Configuration.
In the Enable functionality section, select Enable reclassification for credit cards.
Select Save.
Grant reclassification permissions to users who are authorized to reclassify transactions or who need to oversee reclassification.
Learn how to assign role-based and user-based permissions.