Do you need to disallow the deletion of a financial batch or journal entry?

When reconciling G/L accounts at the end of the month, have you ever had a transaction in a subsidiary module that didn’t post to the general ledger?  It’s possible that the journal entry from that transaction accidentally got deleted from the financial module.

One way to prevent this in the future is to not allow financial batches and/or journal entries to be manually deleted.

Go to Financial > Setup > Financial > General Ledger.  In the Allow, section check the box beside “Deletion of Saved Transactions”.    You can always come back to this window and temporarily uncheck the box if you find you really do need to delete a transaction.

We hope you found this tip useful. Contact CSSI for personalized GP support and training.