A client was trying to prove out the total withheld figure on the pre check register and the only way to do this is to manually add up all on hold transactions in the Aging. This is not ideal. If we could do an aging for on hold items only, that would make managing these transactions easier.
by: Carol L. | over a year ago | Financial Management
Comments
I agree. It would be very helpful and more efficient to be able to run a report for transactions that are 'on hold' only versus having to look through all transactions in the system and manually locate the transaction that are on hold, and manually add up those transactions.
Idea posted Sep 2019.