Has anyone created a workflow that will auto check...
# generaln
Nic Answer
10/09/2023, 5:48 AMHas anyone created a workflow that will auto check the Allow Non G/L Changes on the accounting periods, Have a finance person annoyed he has to remember to check this, and its required for some email automation such as invoices etc), I am happy to run it on schedule for any period thats within a set period thats closed, and this box is not checked. I can get a workflow to run, but fo some reason i cant get it to tick this box and i dont know if its me or if its just something ic ant do by workflow. . I tried suite answers and google without any luck.
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michoel
10/09/2023, 7:28 AMYou can now check it in advance (before the period is closed) and there is also a preference to auto check on newly created periods
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Nic Answer
10/09/2023, 9:12 PMOh really - i will have to go looking for this auto check option, The issue is if the period gets reopened for some reason it unchecks, plus the finance person just doesnt want to have to remember to do it.
Nic Answer
10/16/2023, 1:04 AMI realised we have this checked, the issue is when opening an accounting period it then unchecks and has to be checked again manually, customer wants to have it auto check if they can of the acocuning period is a month within the last 3 months.
Nic Answer
10/18/2023, 2:45 AMRealised we have the auto check set already, issue is if the period gets reopened, it unchecks, so looking for a way to workflow rechecking it if the period is within x amount of time.