Release Date: February 24, 2026
The Account History setting under Institution Config → Accounts has been renamed to Open Transaction History and enhanced with a rolling open-period control.
This update strengthens financial controls by limiting how far back transactions can be dated, helping protect reporting accuracy and maintain clean audit history.
Rolling Open Period
You can now define an Open Period (for example, Last 12 Months).
This period automatically rolls forward daily, updating the last allowable transaction date.
The Open Transaction History setting controls the earliest date users can assign to:
- Invoice dates
- Charge dates
- Payment dates
- Adjustment dates
- Refund dates
Transactions dated earlier than the configured open period cannot be created or modified. This prevents unintended backdating and ensures historical financial reports remain accurate.
Role-Based Controls
Different open periods can be configured for:
- Standard users
- Admin roles
- Finance roles
Finance users may be granted longer access windows if required.
The maximum allowable open window is 2 years. After that, changes must be made using proper adjustment workflows rather than modifying historical transactions directly.
