When updating the register in any module besides GL, there are always at least 2 updates. One for the module you are in and then the daily transaction register. It would be nice to have an option to update both at the same time. Most people who use Accounting Software are not accountants today so the Daily Transaction Register is useless to them. It would be nice to update the GL module and the one they are in at the same time. People want simplicity nowadays. One update is more than enough. Why should it ask you to update the Register, click yes, and then update the Daily Transaction Register, and then click yes again? It would be better to show both reports, or have the option to display which report they want to see, and then ask to update (only once).
Having 2 updates is unproductive, confusing to the non-accounting people, and bad for demos (new sales) since they see all these screens popping up.
We tried turning off the access to the Daily Transaction Register, but then the accountant forgets to run the Daily Transaction Register in the GL. Having it auto update the same time should be an option.
by: Alain S. | over a year ago | General Enhancements
Comments
Why not set up the daily transaction register to auto update each day? You can do this with the task scheduler in MAS 90.
Better choice is to have it as a setup option in each module to auto-update each time the module journals are posted.
This is one of my biggest complaints. A batch job helps, but then GL is not updated immediately. It should be an option to post all the way through to the GL by printing just 1 report and then post. Some modules print a journal, a GL recap and then you still have to print the Daily Transaction register. Paperless office helps, but I still have 3 reports instead of 1.
I think this is available in the latest update. There's a security event to auto update DTR, however it does not display in Paperless - just updates and you can find it later in Paperless. It does not do the automatic update when doing AP from AR clearing though.
In 2019 Product Update 1 (v6.10.2), a security option, "Allow Automatic Update of Daily Transaction Register" was added for several modules. When the option is selected, the user will not receive a prompt to print and update the Daily Transaction Register, it will be updated automatically after the module's journal/register.
This security option has been added in Role Maintenance for Accounts Payable, Accounts Receivable, Bank Reconciliation, Bill of Materials, Inventory Management, Sales Order, Purchase Order, Production Management, Job Cost and Payroll.