When adding an invoice, allow the credit side to be a different class.

Currently when adding an invoice, whatever class the debit account is, it will default the credit side to that same class. For example, if we enter an invoice with a debit that is a With Donor Restriction class, it will force our Accounts Payable account string to be a With Donor Restriction class transaction as well. However, our AP should always be Without Donor Restrictions. We're seeing this cause an issue when we go to query our AP account as it creates multiple lines (one for With and one for Without)

Preferably, we'd like invoice entries to be like it is when you enter a journal entry, where the debit and credit lines are separate and can have separate classes.

  • Guest
  • Sep 8 2023
  • Already exists
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  • Guest commented
    11 Sep, 2023 05:30pm

    Thank you! This idea can be closed/withdrawn.

  • Admin
    Hallie Hurwitz commented
    11 Sep, 2023 02:11pm

    Hi - This can be done by clicking the split icon on your distribution row and choosing 'Split credit'. From here, you'll be able specify any differences to the Project, Class, or Transaction codes.