Skip to Main Content
Status Under Consideration
Created by Guest
Created on Dec 16, 2024

Request to integrate ledger balances with COA

If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example, today we received a state income tax refund for deposit. If we could go into create the deposit and search on the Chart of accounts field from that same screen to see if there's a corresponding balance in the Receivables code to know if we should code to receivables or the income tax refund Income code, that would be so helpful and time saving.

  • Attach files