Article Details
| Id: | 18958 |
| Product: | finPOWER Connect Cloud |
| Type: | FIX |
| Version: | 3.04.04.26 |
| Opened: | 12/10/2021 |
| Closed: | 11/05/2022 |
| Released: | 13/06/2022 |
| Job: | J027555 |
 High Importance |
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Reporting; Account Ledger report; Period and Transaction Date parameters not working as expected
When running the Account Ledger report from finPOWER Connect Cloud, the Period and Transaction Date parameters were not working as expected.
The "Transactions Dated" would always be read-only whereas when run from finPOWER Connect desktop, their read-only state was changed based on the "Period" selected.
The following changes have been made:
- Updating the "Period" updates the read-only state of the "Transactions Dated" as expected
- NOTE: Unlike finPOWER Connect desktop, selecting MTD or QTD does not show the calculated 'From' date. Instead, it is blanked as per YTD and calculated when the report is run. This means that when changing to "Custom", the 'From' date will be blank which is also different to finPOWER Connect desktop
- Updating the "Transactions Dated" "to" portion updates the Report's "Date As At" parameter if MTD, QTD or YTD is selected
- NOTE: This also briefly highlights the 'Date As At' field to show that it has been affected by the selection, regardless of whether its value has been updated or not
- NOTE: Unlike finPOWER Connect desktop, the "to" date is not restricted to an End of Month date since this concept is not currently supported by finPOWER Connect Cloud date fields