Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user experience.
It would be great if we could find a solution to make this correction process easier and less time consuming.
One option I thought about is to have a grid like format in the sales or purchases> transactions list screens, where a column would show the date of the entries, and you could simply click there to change it, or have a batch process of some sort where users could change the fiscal year for multiple entries at once.
Another potential idea or quick win.... while we do have a banner at the top of the screen that displays when a user is not in the most current year, perhaps we can change it from yellow to red so that it does not get missed as easily.
Thank you
Guest
