Auto creation of expectations

Please can you update to Plannr to ensure that when any expectations are auto created via the income reconciliation function they are created as Ongoing expectations rather than a mixture of initial and ongoing expectations (we think that renewal auto created expectations automatically create as initial but are not sure of the other categories). If these auto created expectations post into Plannr as initial we will not pick up the income and this causes us a real issue when using the income reconciliation to produce the journals which we then upload to our accounting software. This is really important as it means effectively, if we do not pick this income up we will be understating our income in the accounts.

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Income Reconciliation

Date

About 2 years ago

Author

Liz Evans

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