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September '23 Releases

Cal avatar
Written by Cal
Updated over a year ago

9/22/23

Data Elements added to Records>Allocations

Per customer request, Budget Impact & Notes have been added to Records>Allocations.

9/27/23

Ability to Edit "Final" Commitment Items, Change Events & Transactions

This feature removes the constraint of not being able to edit Commitment Items (CIs) & Change Events (CEs) with a status of Approved and Transactions with statuses of Approved-Payment Pending or Paid.

To enable editing:

  • Admin users should assign the Comp & TRX Editor roll to users who need to perform editing

To edit CIs & CEs with a status of Approved OR Transactions with a status of Approved-Payment Pending or Paid:

  • Open the record side drawer

  • Enable editing

  • Update the status to Pending

  • Confirm that you want to edit the record

  • Make changes (move the status back to Approved, A-PP or Paid if applicable)

  • Click Save

Additional Changes:

  • Users will now be able to log Transactions against CI/CEs with any status

    • CI/CE status will be abundantly clear

    • Users will have to verify their intention to log against a CI/CE that is not "Approved" and that doing so may affect calculations.

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