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Quantum Ideas Portal
Welcome to the FIS Treasury and Risk Manager - Quantum Edition Aha! Ideas Portal.

By visiting this portal, you will be able to contribute towards the evolution of the Quantum solution through interactions with other Quantum users, FIS trusted partners and FIS staff from around the world. Each Portal User receives 5 votes. Each user is allowed 1 vote per idea. Votes are reset when an idea is in a final state i.e. Shipped (delivered in the product).

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Status Already exists
Created by Patrick Armstrong
Created on Jan 6, 2025

'Disallow use in general ledger journals' to be retrospectively applied to GL accounts

The 'Disallow use in general ledger journals' control in General Ledger Templates should be able to be retrospectively applied to GL accounts which may already have GL postings. Currently this control only works if it is applied before the GL account has any postings.

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  • Admin
    Phil Morton
    Reply
    |
    Jan 29, 2025

    If Accounts have already been created (i.e. have GL postings), then the individual Accounts created for each respective ledger will inherit the value of this property from the Template at the point time the Account is created.

    It is possible to update this property at the individual Account level

    • Select the Template

    • Select View GL Accounts..

    • Select the individual Accounts and update the property at the Account level