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Sage 200 Evolution ZA Ideas Portal

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Status Will not implement
Created by Guest
Created on Aug 19, 2024

Bank Account integration prompt on cashbook

Client would like an option to force a prompt on the cashbook that asks to specify the GL bank account of the batch.

Users are sometimes creating, capturing and posting batches without realizing that teh incorrect GL bank account is being used.

What is the workaround for the problem today?

Currently no prompt option.

Your Designation/Role Customers Services
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  • Admin
    Yaseen Ameer
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    Aug 28, 2024

    The bank account is displayed on the Cashbook entry screen.The user should validate/check against that .
    Also on the grid of the cashbook maintenance ,bank account can be displayed ,in that way user can see which batch to open