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  1. CiviCRM
  2. CRM-16855

Change label for Payment Instrument Financial Account

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Incomplete
    • Affects Version/s: 4.6.4, 4.7.9
    • Fix Version/s: Unscheduled
    • Component/s: CiviContribute
    • Labels:
      None
    • Documentation Required?:
      None
    • Funding Source:
      Needs Funding

      Description

      Paul Keogan suggested (based on understandable client confusion) that it would be good to use a consistent and more intuitive set of labels for the financial account associated with a Payment Instrument. In particular, when viewing contributions the label is Received Into while during configuration the same field's label is 'Financial Account'. In a number of other contexts we use Financial Account, so I'm reluctant to not use that. But when viewing a contribution Financial Account would most obviously be taken to mean the revenue account for the contribution rather than the asset account into which it was received.

      Currently the label is

      1. 'Received Into' when viewing a contribution (https://github.com/civicrm/civicrm-core/blob/master/templates/CRM/Contribute/Form/ContributionView.tpl#L129);
      2. 'Financial Account' when creating/editing a Payment Instrument (https://github.com/civicrm/civicrm-core/blob/master/CRM/Admin/Form/Options.php#L216), creating/editing a Payment Processor (https://github.com/civicrm/civicrm-core/blob/master/CRM/Admin/Form/PaymentProcessor.php#L204), and as a column header for the Payment Processor listing; and
      3. 'Account' as a column header when listing Payment Instruments (https://github.com/civicrm/civicrm-core/blob/master/templates/CRM/Admin/Page/Options.tpl#L111).

      I would suggest the verbose but clear two-line label of 'Received Into Financial Account' for all of these places.

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            • Assignee:
              ddoligalski David Doligalski
              Reporter:
              joemurray Joe Murray
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              Dates

              • Created:
                Updated:
                Resolved: