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Date Selection in Accounts Payable & Contributions

Posted: Fri Apr 08, 2022 9:40 pm
by wms7328
Couple of items appear to be missing or not working in PC 14.

1} When posting accounts payable, it used to ask if you wanted to post to date on transaction or current month. Now this is not available, you can change the posting month once it gets in fund accounting but that can be time consuming if several items need changing. Typically occurs when voiding a transaction from a previous month but you want posted in current month.

2) In contributions, when you are posting contributions with several dates, it asks if you want one posting date and gives a drop down box to select the date. However, it doesn't allow you to change the date from the current date. This is needed to post electronic contributions that have multiple dates but are posted as a single deposit to bank accounts.

Thanks, Morris Sample

Re: Date Selection in Accounts Payable & Contributions

Posted: Sat Apr 09, 2022 1:47 am
by NeilZ
wms7328 wrote:
Fri Apr 08, 2022 9:40 pm
Couple of items appear to be missing or not working in PC 14.

1} When posting accounts payable, it used to ask if you wanted to post to date on transaction or current month. Now this is not available, you can change the posting month once it gets in fund accounting but that can be time consuming if several items need changing. Typically occurs when voiding a transaction from a previous month but you want posted in current month.

2) In contributions, when you are posting contributions with several dates, it asks if you want one posting date and gives a drop down box to select the date. However, it doesn't allow you to change the date from the current date. This is needed to post electronic contributions that have multiple dates but are posted as a single deposit to bank accounts.

Thanks, Morris Sample
Not sure if item 1 was an oversight, or just a change in the system flow that one needs to get used to. However, item 2 is definitely a bug if the date was designed to be changed. I'll flag this for a tech.

Re: Date Selection in Accounts Payable & Contributions

Posted: Mon Apr 11, 2022 9:23 am
by Zorak
The first one is by design, trying to streamline processes with fewer prompts, removing things that don't apply to most users in most scenarios.

The second one is a bug and I have written up a bug report. It appears that date field isn't being enabled when the second option is selected. That should be easy to track down and we'll get it fixed!