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Status Potential for future consideration
Created by Guest
Created on Jul 9, 2019

Allow users to approve EFT on a later date

An Agillink firm is having issues where an EFT was entered and when the approver attempted to approve the transfer (a few days later), it stated that the "Transaction Date should not be prior to today.". The firm said when using the legacy system, they were able to approve EFT after the Transaction date without issue. In legacy, the programmer wrote a script for DF that automatically update the transaction date to whenever the approver approved the transfer. So this may need to be something added to the AgilLink platform.

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