Batch Descriptions to G/L poplar_btchdesc - packaged - included with Standard Edition

Batch Descriptions to G/L copies batch descriptions from the source application, such as A/P or A/R, to the system generated batch description in G/L.

How does it work?

When a new G/L batch is created, if the source ledger and type are configured for batch decription copy, the description of the source batch is automatically copied to the G/L batch.

If the G/L batch is configured to auto-post, the description is set before the post takes place, maintaining it through to the posted G/L.

Supported Batch Types

The following batch types have been tested:

• A/R Invoice
• A/R Receipt (Payment)
• A/R Adjustment
• A/P Invoice
• A/P Payment
• A/P Adjustment

The customization can be extended to include other batch types, just let me know.

Demo

The demo below begins with the default Sage behaviour, which automatically sets G/L batch descriptions to a system generated string. Using Customization Manager, the Batch Descriptions to G/L customization is installed and then the copy of an A/P invoice batch description to the G/L is demonstrated.

Pricing

The Batch Descriptions to G/L customization is included with a Customization Manager Standard license.

For more information or to buy a license, contact us.