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Bug #3026

Bank Transfer Option Missing in Payment Transfer and Incorrect Payment Method Display

Added by Yashaditya Singh about 2 months ago. Updated about 2 months ago.

Status:
New
Priority:
Normal
Start date:
08/25/2026
Due date:
% Done:

0%

Estimated time:
Spent time:

Description

There are issues with the Payment Transfer and Expense modules related to payment methods:

Bank Transfer option is missing in Payment Transfer
While creating a new payment transfer, the Payment Mode dropdown currently shows only Cash.
There is no option to select Bank Transfer.
Bank Transfer transactions are displayed as Cash
Multiple expense transactions that were actually paid through Bank Transfer are currently showing their payment method as Cash in the expense listing.
This can create confusion during reconciliation, as employees use both Cash and Bank Transfer transactions.
Unable to verify attached payment proof/bills
There should be a way to view the payment screenshots or bills attached to these transactions from the relevant transaction/expense details.
Expected Result
Add Bank Transfer as an available payment method in the Payment Transfer feature.
Ensure transactions paid through Bank Transfer are correctly stored and displayed as Bank Transfer, instead of Cash.
Provide access to view attached payment screenshots/bills from the transaction or expense details.
Actual Result
Payment Transfer currently provides only the Cash option.
Bank Transfer transactions are being shown as Cash.
Attached payment proof/bills cannot be easily viewed for verification.
Impact

This causes confusion during employee expense reconciliation and makes it difficult to accurately distinguish between Cash and Bank Transfer transactions.

#1

Updated by Yashaditya Singh about 2 months ago

I implemented a file preview modal in the expense claim detail panel, allowing users to view images and PDFs directly, and resolved related TypeScript styling errors. Additionally, I updated the expense claims data table to include a new "Ledger" column with standard text formatting. Finally, I fixed the payment mode dropdowns in both the filter section and the new transaction dialog to ensure 'BANK' and 'UPI' options are always available, dynamically making the TRN/ARN reference field mandatory when selected.

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