If we edit a check out to that is related to someone's account, the date should remain the date of the transaction. We have a client who has an account and their son gets charged to her account. I figured out how to check him out under his mom, but if I go back and edit the previous transactions it shows as today's date instead of the date of the service which is confusing on the reports.

The transaction for 10/16/24 is shown on the Client Credit Account Details report I just ran. That is a transaction from 7/12/24 that I changed to be checked out under the mother so it hits her account. Also, since you can change the person paying when you get to the payment screen, it would be good to have a column for who received services because the service is still under his name.