provide indication when there are new/cancelled orders to be posted
Staff are often confused by the need to post in order for new/cancelled orders to be reflected in their funds, particularly as the system does not provide an indication that those changes need to be committed. These are included when you select post all within the pay an invoice function (which staff won't look at if they aren't actively paying an invoice) but they do not appear listed within any of the 10 payment sessions or under funds adjustments.
Adding an entry for perhaps some more prominent indicator that funds may not reflect current totals will help greatly to remind staff of the need to post these updates to their funds.
Jeremy Goldstein
shared this idea
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Fran Juergensmeyer
commented
We run fund reports every month, so the selector knows how much is spent, encumbered, and available. It is common to do some work shortly before running the reports, to make sure they are up to date. However, staff don't always think about the need to post when they load orders, change funds in a record, cancel an order, or do other tasks that affect funds without involving an invoice. Having a quick way to see whether something needed to be posted first would be very useful.