Ideas for the Mambu Banking Engine

Display summary of related Journal Entries (contra accounts) when viewing a Journal Entry details

What: When looking at a JE's details, add an option to easily see which other JEs are linked to it and were posted as part of the same action (all JEs with the same transaction ID), and thus be able to see the complete accounting postings related to a that single JE.

Why: When analyzing Journal Entries it is commonly required to quickly check which are the related JEs for one of the JEs being analyzed. Currently this requires opening a second Mambu tab and running a new Journal Entry report with the transaction ID, which takes time, specially since this can be required several times when analyzing JEs.

  • Rodrigo Ocampo
  • Aug 17 2016