We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for users who need to match or clear transactions - such as payments against invoices - after period-end for non-FX items. Under this enhancement, users would be permitted to perform allocations in closed periods for same currency transactions, while FX allocations (which may trigger realised gain/loss entries) would remain restricted to open periods for compliance and accuracy reasons. This change supports smoother reconciliation processes and cleaner audit trails without compromising financial integrity in multi-currency environments.
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.