So, now that you’re here, let’s explain what all of these fields mean.
Previous trx # months – In this scenario, we allow our manager to post 1 month in the past. This means that on January 2, 2022 our manager can post transactions as far back as 12/1/2021. If this were set to 2, they could post as far back as November 1. Each number added gives an additional month of posting. It is not recommended to set it larger than 1 month unless you have a very specific business case to do so. If you do not wish for your user to post in a previous month, set the number to 0.
Allow trx for last calendar – This allows you to post in the last calendar year. In this case our calendar is 2022. If this is not checked, my users are not able to post in December – even if I have the previous month set to 1 because the user isn’t allowed to post in a previous calendar. If you need your manager to be able to post in December of last year, you’ll want this checked.
Future posting should not be turned on unless you have a very specific business case for posting in the future.
Future trx # months – In this scenario, we do not allow our manager to post in the future, so this number is set to 0. If I set it to 1, this would mean that on January 2, 2022 our manager can post transactions as far forward as 2/28/2022. If this were set to 2, they could post as far forward as March 31, 2022. Each number added gives an additional month of posting.
Allow trx for next calendar – This allows you to post in the next calendar year. In this case our calendar is 2022. If this is not checked, my users would not be able to post in the year 2023.