Idées AgExpert Comptabilité

Easier way to change dates on transactions when mistakes are made

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

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  • Feb 28 2025
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