Settings and activity
2 results found
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28 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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Jaiden Cummings
supported this idea
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251 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Jaiden Cummings
supported this idea
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Lockout for chart of accounts on a per account basis - Similar to our current financial year lock dates.
The thought behind this one is isolating year on year loans for companies, such as where Div7a provisions apply (for AU), which would prevent allocation to these accounts in error.
Div7a, broadly, relates to loans to and from companies for individuals and for the ease of client use, we use accounts to track this in the form of YYYY - Shareholder Account. For the purpose of calculating, we require these accounts to be adjusted year on year with various accounting entries to recognise interest on these payments.
By allowing locks on the accounts, as they cannot be archived, it would enable a level of control over the account.
I would imagine there would be various accounts which could benefit from this lock as well due to largely being accounting entries, rather than being bank transactions as well.