Post Date- Remove ability to set different post dates for debit and credit

Within the system, when modifying a transaction we are able to modify the post date however this does not modify the post date of the Debit and Credit Entries themselves. The ability to modify the post date on the Debit and Credit Entries needs to be removed as the date should be taken from the main transaction post date.


By having the ability to modify the post date in the Debit and Credit Entries, you are forcing users to manually adjust the post date in three areas. In addition, Debit and Credit entries for each transaction need to have the same dates. If a user forgets to modify the dates in all three areas, Billing Management may still post the transactions (yet to be tested) but when importing to Financial Edge, the system should not validate the Journal Entry batch and the user will have to identify the reason for this and modify the transactions.

  • Shoshannah Engel
  • May 16 2023
  • Needs review
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