Locations: 

  • Financial → Charges Reports → Scheduled Charges


Users with the following permissions:

  • Financial → Reports → View Scheduled Charges


Case:

In some situations, the charge dates come but the charges for the dates cannot be created (Stage of Pipeline in Group is not ACTIVE, SAP rule is not met, etc.).


Problem:

Users have to find such transactions and add them manually.


Solution:

Add the ability to activate the automatic transaction creation for past charges with the current date. The transactions are created when certain conditions are met. Those are the conditions that prevented the creation on time: Stage of Pipeline in Group is not ACTIVE, SAP rule is not met, etc.


The transactions with the date that does not match the initial charge date can be found in the Scheduled Charges report using the Show Charges filter set to Attention Required.

The Transaction Date field has a tooltip with the date and the reason for the transaction creation:




This function can be disabled using the Enable Auto-Adding of Past Transactions setting in Academy Settings:




Available since GEGI v4.36.0 (view release notes)