After setting up an accrual policy, only the name of the policy and the enrollments can be changed. It would be very helpful to allow editing certain details (such as allowing negative balances) after the policy is setup. Clients change their minds about those things fairly often.
Type | Change to Existing Feature |
Thanks for the suggestion Tim. We do have ideas for improvements to the Accruals Manager and making it easier to handle modifications to a policy is one of them.