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)