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Created by Guest
Created on Aug 21, 2023

Offline Branch accounting: Client wants a Global customer seen at branch to only show that specific branch transactions for allocations

Offline Branch accounting: Client wants a Global customer seen at branch to only show that specific branch transactions for allocations


Although Global customer account rules sat that transactions for that customer account must go everywhere as all branches need to see the same account balances for the customer, the client is requesting that there is a filter that will only show branch transactions of the branch logged in at so users can allocate transactions that are applicable to that branch ONLY and this will be more efficient for the users and save time instead of filtering through all transactions.

What is the workaround for the problem today?

this would be a more timesaving efficient exercise for users moving forward.

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