Datawarehouse - EFT - Unapplied amounts - Query only

bcgov / entity

ServiceBC Registry Team working on Legal Entities

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Datawarehouse - EFT - Unapplied amounts - Query only #20782

Open seeker25 opened 6 months ago

seeker25 commented 6 months ago

Should be able to query the JE_LINES table to see the balance of the holding account for EFT. PT should be depositing into this account, it's probably rolled up.

Should be able to query PAY credits or shortname balances that aren't applied towards invoices.

They should match.

Reason for doing this, it's not possible for finance to see WHO has the funds that aren't spent yet, but mapped to a shortname.

seeker25 commented 6 months ago

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seeker25 commented 6 months ago

@JohnamLane Let us know if you want this built into PowerBI, if not we can just leave it as a query for now.