add column to show date that journal entry belongs to in order to view all journal entries by date to easily locate each

to easliy locate journal entries belonging to a certain month

  • Guest
  • Jan 12 2023
  • Reviewed: Need Further Info
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  • Kristy Soular commented
    24 Jan 06:55pm

    I agree this would be extremely helpful. We would like to see what end of the year entries we made and there is no way to filter the journal entry list to show just 12/31 post dated entries.

    I requested this awhile ago and Blackbaud explained to me that it's not possible because one journal entry could potentially have more that one post date. This is so rare and I hate to see it prevent this idea.

    In that case the column output could just say "Multiple" because 99 times out of 100, a journal entry is dated the same through the entire entry. I would dare to say 999 times out of 1000 we use the same date in the whole entry but maybe that's just us.

  • Loretta Klein commented
    13 Jan 12:55pm

    Yes, please add the column for the "Post Date" in the JE batches view to show the actual transaction date.

  • Admin
    V-Mohit Kumar commented
    13 Jan 08:57am

    Hi - Could you please provide us with some additional details? Would you be interested in seeing a date column showing the post date from the actual transactions of each batch record on the Journal entry batches list page or something else?

    Thanks,

    Mohit