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When you create a beginning balance journal from: Project management and accounting -> Journals-> Beginning balance then create a transaction for a specific project. Then go check on beginning balance for that project, the created project is not retrieved:

Project management and accounting->Projects->All Projects the journal doesn't' appear.

If you do the same test with fee, hour our expense journal the journal is also shown on the specific project.


  • What is the business impact to the customer?

The analysis of the project can be mistaken as we do not find a beginning balancing journal created on the project

The manager on charge of the project will not have access to the migration journal with all the projects inside

 

  • How does the problem impact their business? Financials

It concerns 80% of the business – Fixed price

Upon theses analysis, we decide if the project is profitable or not and change the pricing

 

  • How frequently does this issue occur? -

Once for migration.

 but impact for all time for the history of the project

 

  • Is there a workaround? –

No, checking by each journal is not allowed to the manager and they have to find the right journal

Just for one company, we had 10 journals with 1500 lines

 

  • How many users are affected by this issue? – 

2000


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New