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Status Future consideration
Created by Suzanne Cooke
Created on Sep 6, 2023

Customize Cash Conentration / Suggested Transfers grid for analysis codes

Request from Allianz is to be able to customize the Cash Concentration / Suggested Transfers / Other Transfers grid view, by means of adding Bank Account Analysis codes.


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  • Admin
    Suzanne Cooke
    Reply
    |
    Sep 6, 2023

    From Eric:

    What we could do is add an analysis code selection field at the top of the dialog.

    • By default this would be empty and the grid is displayed as now.

    • When you select an analysis code name from the field lookup, it reloads the grid with that analysis code as an extra column on the from and to side.

    • The field value is persisted for the user, so that next time the dialog comes up, it has already got the analysis code name prepopulated.

    Alternatively, this selection could be in the Operational Settings page. It would then be fixed for everyone. This is possibly slightly easier to implement.