Ability to auto-post source records created/added from Bank Direct Connect

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Bao Do

• May 31, 2023 20:43
• Edited

Currently when you "Add" (create) a source record from Bank Direct Connect, it creates it in an unposted state (except for cash receipts whose natural post behavior is on creation).  This then requires the user to: either

A. Navigate to the record and post manually

B. Setup the scheduled post job to post all source records of that type

Option A is time consuming and Option B may post other source records of that type which aren't intended to be auto-posted.

Feature Request:  There should be a setting within BDC Bank Settings that will auto-post any source records that are "added" (created) from BDC.

1

• Official comment

  

  Permanently deleted user

  • June 27, 2023 14:18

  Hello Bao, 

  Thank you for submitting this feature request. I will have the team review these tickets with the other BDC requests. 

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