Ideas

Transfer balance logic change required in Close Book

Module: 

Admin - Organization Hierarchy - Close Book

Following are the changes required:

  1. At the time of transferring balance, need an option to remove check that restricts the process due to availability of unposted documents. 
  2. While transferring the balance, only posted documents should be considered, unposted documents should not be transferred. 
  3. Need an option to view list of unposted documents. 
  • Swati Todi
  • Oct 9 2015
  • Released
Admin, Security & Profile / Finance
Released Version [For Internal use] 11.109.0-1.109.0
  • Jun 10, 2016

    Admin response

    Thanks for the idea, your suggested feature has been released. Operator will now be able to transfer ledger balances even with unposted records. (Note: Balances of only posted records will be transferred.)

    Keep sharing your ideas.

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  • Guest commented
    May 11, 2016 08:05

    at the same time Transfer reconciliation  pic to pic receiving option already available. but some other option need to restriction  required ho level. exp: 1. Packet wise receive, 2, excel Import option

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