Hi Accounting group! Has anyone looked into ways to have non-admin Accounting employees change certain fields on transactions once a period has closed? Our old accounting software allowed us to make basic changes that don't affect financials like invoice due date, billing address, memo, etc. It's extremely frustrating that the CFO/Admin is the only person that can make those basic changes.

There is a setting in the accounting period that says “allow non gl changes” or something like that. There is also a permission that is similar. The role needs the permission AND the accounting period must be tagged to allow it. The administrator role has the permission by default.

You are the best - what a relief! Thank you!!

the next release will have a feature to switch this on by default (currently you have to tick the box after closing the period, which is really annoying)

Overall, this permission and period update works great! In testing it with a vendor bill, the vendor billing address is giving me some problems (one of the main areas we tend to update bills in closed periods). Under the billing tab I am able to select and update the address, however, after saving it defaults back to the original address. No error message. Any thoughts?

is there a tax component? The change in address could change the tax which would equal a GL change which is not allowed.

There is not but I wonder if it defaults that way since there could be.