Reduce the chance of inadvertently creating a Historical Voucher that does not book to the General Ledger
Historical Vouchers (like Historical Donations) are designed for new customers who wish to bring history from their legacy systems WITHOUT posting to the CommunitySuite GL. Sounds useful...but once a customer is LIVE, depending on your workflow, a user can inadvertently create a historical voucher when they intended to create a LIVE voucher that DOES hit the GL. Detecting this and unwinding a transaction ranges from tedious to very difficult and needing support help. We have (7) to remediate....
It all depends on your workflow/point of entry:
By starting on the Vendor menu, (instead of from Voucher/Create), for example. If you start from Vendor, the Create Voucher left menu item is just 3 items above the Historical Voucher + menu choice. If you touch the Historical Voucher + button, then go to Create, the entry screen looks the same except for the auto-populated, non-editable field of Historical = Yes.
The same thing can happen if you start from Profile, select one, then click on Vendor sub-profile. The only foolproof way to avoid creating a Historical Voucher, is to START from Vouchers in the Accounting menu on Home page. Sounds obvious, but not everyone navigates the same way.
Looking at permissions, there is no way to shut off this menu choice for anyone. A less robust answer would be to add a warning message every time Historical Vouchers are used, saying "are you sure"?
This issue has been submitted to Compass Community.
Voting for this idea and weighing in at Community will help others from the same trap.
https://community.foundant.com/funders_community_foundations/discussion/comment/2715
Merrell Bergin
shared this idea
