when linking records records in a deposit there should be an option to include the Post Status and Post Date to filter revenue records

When linking revenue transactions, it would be good to have the Post Date as a filter option as records are posted based on the post dates in most cases. It would also be good to have the post status and/or if the revenue transaction has been adjusted as the OOB functionality does not allow doing an adjustment with a different post date without unlinking the record and then gets picked up in the other deposits when it should not. 

  • Asif Siddiqui
  • Jan 15 2016
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Plan International Canada
Reported Version 4.0
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  • +1