It would be helpful if the General Ledger Account View links to account detail could show both posted and unposted activity.

This quick access to account detail is very helpful, but at any point in time we typically have a number of "pending" unposted transactions, some of which can significantly impact YTD comparisons, leading to inaccurate info. 

  • Guest
  • May 20 2019
  • Needs review
Reporting
  • Attach files
  • Valerie Priddle commented
    June 27, 2020 18:17

    Yes I agree, also there is another idea for the same functionality , search on "account record activity" and vote for the same idea submitted in 2016, now with 8 votes. Of course, it appears Blackbaud has not acted on the idea from 2016 which isn't too encouraging.

    Attachments Open full size
  • Guest commented
    August 06, 2019 20:16

    YES- I absolutely agree that it'd be helpful to be able to filter on posted/unposted activity in the account record detail.

    Attachments Open full size

Related ideas