Article Details
Id:8736
Product:finPOWER Connect
Type:NEW
Version:1.03.02
Opened:15/03/2011
Closed:03/05/2011
Released:23/05/2011
Job: J007084

Account Transactions; add limited ability to change Reference and Notes

Add limited ability to change Account Transaction Reference and Notes.

To change details go to the Transaction page on the Account form. Select a Transaction and click the "Edit Transaction Reference and Notes".

Note, only some Transactions may be edited. This is to protect information relating to the Transaction. The following Transaction sources cannot be edited: AccountPaymentTransfer, AccountRefinance, AccountRefinancePending and AccountTransfer. Payment Due and Interest schedule type Transactions cannot be edited.

There is a permission key "Account.TransactionUpdateReferenceAndNotes" to prevent Users being able to access this facility.

There is a Global Audit setting under Accounts to audit changes to Transaction Reference and Notes, both as an audit record and an Account log.