Fiscal year as default
We do not close our Fiscal year until the budget is approved by our BOE in October. In invoice entry, there is a way to set the Fiscal year you want as a default. In Cash receipt entry there is currently no way to do this. could this be an added field on the Data Retention on Add of Cash Receipts? Since GASB 84 all of our schools enter cash receipts daily for credit card payments received and this is a missed entry often. See the attachment for the screen I would like to see this added to.
Thank you
5
votes
Kris Dirks
shared this idea
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Carli Sanders
commented
I think this would be very beneficial. During the period between when we stop recording transactions in the prior year and actually close the year, we should have the ability to set the default fiscal year for any new entries.