Have an option to make the Class field required in a journal entry

Recently, I went to close my fiscal year, and noticed that the net surplus did not equal my trial balance. After much testing, I found that two invoices had been entered in the AP module with the class field (usually UR, TR or PR) blank. I was able to adjust but I'd really like to make that field required so this doesn't happen again.

  • Guest
  • Nov 1 2018
  • Already exists
  • Attach files
  • Julia Petit commented
    November 02, 2018 18:06

    This requirement would be set at the GL Fund level.  In General Ledger > Configuration > Funds, open the appropriate fund and ensure that Required on Accounts specified is set to All Accounts - this will make it so that entries to either Balance Sheet or Income Statement accounts requires class in all areas of The Financial Edge.  I would suggest ensuring you have a backup done before performing this action in case you changed your mind after changing this setting.  Some changes to a fund record can only be undone by going through Update fund transaction requirements (found in GL > Administration) which will overwrite historical data.

    Attachments Open full size
  • Thomas Walker commented
    November 02, 2018 17:29

    I will need to go into database view, but my understanding is that there are configuration settings that will prevent this.

    Attachments Open full size

Related ideas