Ideas for the Mambu Banking Engine

Editing Manual Journal Entries

What: A possibility to Edit Manual Journal Entries in terms of:

  • Description/ Notes

  • Attachments

Note: the possibility to edit should only apply to supporting information captured in the Journal Entry but NOT the Journal Entry itself, meaning that it should NOT be possible to edit the GL accounts used or the amounts debited/ credits (this would still require a reversal and re-posting).

Why: In order to correct errors/ make necessary amendments to non-financial fields of a manual JE such as Notes (if the user makes a mistake, forgets to add something) or Attachments (if the user attaches the wrong file), without a need to reverse and re-post the Journal Entry itself.

  • Dorota Nosal
  • Nov 14 2019
  • Attach files