Description on Journal Entries
It would be helpful when posting a journal entry if a description is entered in the Create Journal Entries field to autofill into the Fund Entry field.
Here is the release note:
Journal Entries: Enhanced the Description from the top header box to copy into the Fund Entry Descriptions on Save, if no description is entered. If a user edits the journal entry and needs changes the top description, the new description will not copy into Fund Entry Descriptions, unless the Fund Description Field is blank upon Save. Added commas to the number entry for Debit and Credits.
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Sally Gillespie commented
Agree that the descriptions should autofill into all pieces of the JE and transfer transactions.
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Susan Lotreck commented
28 years working in FIMS general ledger - We would LOVE to have this feature in CSuite!
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Jessica Renfro commented
Yes, this would be a great improvement! This should also apply to transfers between accounts and transfers between funds. When creating a journal entry or account/fund transfer, the main description should automatically appear in the descriptions next to the account level detail. This would save us a lot of copying and pasting. Thanks so much for considering!