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Status Functionality already exists
Categories Base Platform
Created by Guest
Created on Jul 17, 2024

Create a "No Accruals" accrual methodology to apply at the configuration level

Currently, if you want to turn off accruals, you have to use specific account styles that do not utilize accruals. If a client doesn't want to use any accruals, every account style would need to be customized. 

Instead, allow functionality to turn off accruals under accrual methodology. 

Idea priority Medium
Needed By Not sure -- Just thought it was cool
  • Admin
    Eugene Yu
    Reply
    |
    Jul 22, 2024

    Thanks for the raising the idea.

    Accruals can be turned off completely for a client if it is not required.

    This can be done from the 'Edit Organization' menu on the Organization Summary page by a an Envizi partner admin user or Envizi support personnel. The setting here overwrites the account style accrual settings.

    Please reach out to your Envizi implementation team for more details on the menu access.