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ER and Out of Balance Adjustments


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    Matthew Kennedy

    Hi Felicia,

    There are currently no enhancements on the roadmap around this, though perhaps I need a more clear picture on what is taking place.

    Walking through the logic of how ER will processes this, the entry validation rules validate individual entries in an adjustment, though will not check its overall balance. The adjustment structure rule is the piece that will check the total balance. The structure rules are always checked on the server side when a user submits adjustments, regardless how the entries are edited.

    This may be the first piece we want to take a closer look at. If the adjustment needs manual approval, then the team can additionally create balance checks in the approval workflow rules; These rules are executed on the server side too, regardless of user edits to entries.

    Matthew Kennedy

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