Name of Feature/Request: Ability to manually change the order of the entries in a Journal entry
What financial, time savings, or quality of life improvements will occur from this: McCollister’s updates are entered as requests for Striven Updates. | Frequency: This happens on at least a monthly basis for 5+ employees for several accounts each. | The ability to insert a new line item elsewhere in the Journal Entry would allow the items to remain grouped by Class. Having this update would save the McCollister’s team several hours each month not having to manually review the whole journal entry to ensure all items of the same class are present.
We also take prior month journal entries, change the numbers, and post them for the current month. Some months a line could be $0.00 so we have to delete it. Then the next month there could be a figure, so we have to add it back at the bottom. If we did the option of 2 offsetting rows then again one would be in its current place then the other would be at the bottom."
Attempted Solutions So Far: There is not another workflow that the McCollister’s team is aware of that is currently available.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Currently, when the McCollister’s team needs to add a new line item to a Journal Entry they must add it to the end of the entry.
StrivenID: 4270465