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Posted to issues@fineract.apache.org by "Bharath Gowda (Jira)" <ji...@apache.org> on 2023/07/10 11:13:00 UTC
[jira] [Commented] (FINERACT-1950) Disallow backdated transactions after COB
[ https://issues.apache.org/jira/browse/FINERACT-1950?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=17741561#comment-17741561 ]
Bharath Gowda commented on FINERACT-1950:
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[~ikimbrah] +1 from my side. this is a practical challenge being faced currently. if we segregate the closure for portfolio and accounting it will ease the operational overheads. especially during month ends and year ends
> Disallow backdated transactions after COB
> -----------------------------------------
>
> Key: FINERACT-1950
> URL: https://issues.apache.org/jira/browse/FINERACT-1950
> Project: Apache Fineract
> Issue Type: Improvement
> Reporter: ibrahim kimbugwe
> Priority: Major
> Fix For: 1.9.0
>
>
> We need to have a global configuration to disallow backdated transactions for a given period without necessarily closing an accounting period in the closing entries.
> A use case of a teller not being allowed to post a backdated transaction on a customer after the till was balanced or after COB. The accountant can however have the right to post GL transactions on a back date.
>
> This should however be set as a global configuration that can be turned on and off.
>
> [~francisguchie] and [~bgowda] and [~eroemma] what do you think of this improvement?
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