Request: Have the auto-reverse JE's automatically post

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Bao Do

• October 25, 2023 02:24

First off, the auto-reversing Journal Entries is a nice new feature in Winter 24 that is long overdue.

However, there is an element of it that needs improvement.  When the auto-reversing JE is created, it isn't auto-posted. It requires a user to go in and manually post which defeats purpose of automating that whole task.

\When an accountant creates an auto-reversing JE, the whole idea behind that is that they know they want the original JE to reverse. Since you haven't auto-posted it, then your making the user go through the extra step of having to post which seems silly. Request that the auto-reversing JE is auto-posted.

However, if you want to provide flexibility (in the case a user doesn't want it to auto-post), then include an "Auto-Post Reversing JE" checkbox on the Journal Entry. If you do go that route, then make sure you have that same checkbox on the Recurring Journal Entry as well.

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• Official comment

  

  Permanently deleted user

  • October 27, 2023 14:10

  Hello Bao,

  Thank you for submitting this useful feedback item. I will forward this to the Product Development team to review as we work on enhancing this feature. 

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  Jill Stewart

  • December 01, 2023 19:30

  We would prefer the reversal JE not be created until the period is closed for the originating JE. This way any edits to the original JE can be made without remembering to also affect the reversal JE. 

  So the desired behavior is to indicate on a JE that it should have an auto-reversal created. Then once the period is closed, a reversal JE would be created and posted. 

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