Client account interest journals – Exclude accounts without transactions

Overview

An enhancement to the client account interest journal generation process ensures that journals are only created for matters with client account transactions, eliminating unnecessary records for accounts without activity.

Key features

• Improved efficiency: Journals are only generated for matters with client account transactions, streamlining the journal creation process.
• Eliminates zero-value journals: Prevents the creation of empty or zero-interest journals for accounts without activity, reducing clutter and improving clarity.