Submit Your Suggestions for Vista

Processed and Paid Transactions along with Posted and Unpaid. Much easier than having to do the journal entry.

I see that this is shipped?!??!? Awesome! Can we get more info on how it works or what version this is available in?  Thanks!

I would also like to see an option if the batch is posted in to the general ledger where you could reverse posting and then change the posting month as sometimes the batch is already posted before the problem is discovered.  Then you have to post a batch of the items with negatives to remove from the wrong period and then reenter in a new batch in a new period.  That could end up being a lot of unnecessary work.  This should be an administrator only function though.  We don't want employees having the capability to reverse post batches at random.

This is also essential for AR invoice entering. We just had this happen after entering over 30 invoices with have a lot of multiple transactions just to have to delete and re-enter.

The specific batch situation is where, after entering many transactions in AP Transaction Entry, it is discovered that the batch was begun in the wrong month.  Batch has not been posted.  See this chat from a customer (one of many, many examples): 

Beverly:  Again, this suggestion is for AP Entry and Batch Month.  If you have a suggestion for changing the month in AP Unapproved Invoice - which it sounds like you do - please begin a new suggestion

Darrell,

There are many data entry users. From time to time they accidently put an invoice in the wrong month in AP Unapproved Entry.

It would much simpler to correct the month as you key.  Once you save the transaction you can not change it until it's pulled over.  The entry clerks do not have access to this function.  Therefore when discovered it would be better to change the month with out having to delete the whole transaction.

In AP is definitely where this is most needed. It would also be extremely helpful in AR Cash Receipts so if a payment was applied incorrectly and not caught for a few months it could be corrected without having to open a prior month.

Beverly & Terry, you can change the month in AP Unapproved Invoice Entry.  This suggestion is for AP Transaction Entry.  See the Knowledge Base article: What are my options if I entered my unapproved invoice in the wrong month?  Article ID #150925588429879

I agree with Terry.  It would be extremely helpful in AP Unapproved Entry.

It would be most helpful to us In AP Unapproved Invoice Entry.

The unique data and validation logic associated with each transaction type makes this nearly impossible (e.g. AP Trans require special logic to handle potentially paid entries that would not apply to a batch of EM Usage entries).  Prioritizing specific batch situations where having this ability has the highest value would be most helpful.   

I think all modules so should have an option when in the processing screen to change the batch month.