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
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  • Melody Abraham commented
    17 Apr 01:33pm

    Yes! I agree. When I'm looking at a snapshot of the account I want to be able to see ALL the activity that is in the account. It's misleading to have totals with comparisons against the budget, but not to show the whole picture.

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  • Valerie Priddle commented
    27 Jun, 2020 06:17pm

    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.

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  • Guest commented
    6 Aug, 2019 08:16pm

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

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