wish: a feature to prevent add/import prior last reconciled date
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
HomeBank |
New
|
Wishlist
|
Unassigned |
Bug Description
Hi Maxime
It would be very useful to have a lock when you are trying to enter a date that falls within a period that is considered closed.
In other words, if I consider that the balances of my accounts are perfect on a certain date, it must become impossible to receive new transactions or make changes to old operations that affect the period before that date. The balances are "cemented" and protected.
I am thinking of a setting like this:
[ In ALL accounts of this ledger, consider close the period before: [yyyy-mm] ]
in the [Properties] pane of the xhb file you have opened.
To override this block, you can simply change that date, act your changes, and re-set the date.
All the ERPs work in this way: you cannot touch or enter anything new that could change the numbers that fall within a closed period. You would be shot! :)
Grazie,
TonyIT
Changed in homebank: | |
status: | Incomplete → New |
Changed in homebank: | |
importance: | Undecided → Critical |
importance: | Critical → Wishlist |
summary: |
- Close accounting periods + wish: a feature to prevent add/import prior last reconciled date |
Changed in homebank: | |
milestone: | none → 5.9 |
this is VERY similar to how the lock reconciled switch works together with reconciled transaction
it does not protect adding new txn, but prevent any chnage to existing (and reconciled) ones
close the account to prevent to add new txn