Deposits: Added the ability to mark deposits as "Reconciled with Bank"

Modified on Tue, Dec 28, 2021 at 11:26 AM

Locations

  • Financial → Financial Reports → Deposits


Users with the following permissions

  • Financial  Received Payments → View Deposits


Case:

Users verify if the payments are correctly added to GEGI.


Problem:

There is no ability to mark a deposit as "verified" in GEGI.


Solution

Added the ability to mark a deposit as "Reconciled with Bank". If a deposit is marked as "Reconciled with Bank", the Deposit Details page will not allow deleting a payment from the deposit (the Actions column is removed).


Added the Reconciled with Bank column (with Yes/No values) to the Deposits page. 

Added the Reconciled with Bank (Yes/No) search parameter to the Search & Order panel as well:



Added the Reconciled with Bank checkbox to the Edit Deposit page:



If Reconciled with Bank is unchecked, the Deposit Details page will allow deleting a payment. Use the Remove from deposit action in the Actions drop-down menu:



Available since GEGI v4.26.0 (view release notes) 


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