1

Budget Changes

On Cards > Financial > Budget, I'd like to see it coded to where no changes can be made on this window if budget is "Actual". Only changes for "Actual" should occur on Transactions > Financial > Budget Transactions window. If budget is marked "Preliminary" on Cards > Financial > Budget window, ...

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Budget Document Attach At Account Level

Currently I only see where you can attach documents at the budget ID level. It would be nice to also be able to attach documents at the GL account level under the budget ID as well for deeper backup documentation.

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Single-Account Budget Maintenance Window Bug

Budget amounts were entered but appeared on the Management Reporter report as zero. When they are on the Single-Account Budget Maintenance window and pull up the Budget ID and then change the budget year field to another year, such as 2021, it updates all records for that budget ID to year 2021 i...

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Starting Check Number Default Issue

We process checks and ACH payment runs all of the time. If our last check on Friday was 203 and we ran travel (ACH file) on the Thursday of the following week, the next batch we had of checks would default to 205. If we would’ve had another direct deposit batch before we ran the next bat...

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

VAT Daybook box 9 to include credits

A PO is raised and receipted and Invoiced for $4,000. The customer realizes that this should have been $3,000. At the moment box 9 on the VAT Daybook will say $4,000 as the credit note will not be included because no stock was involved. The only work around at the moment is to cancel the invoi...

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Incorrect currency symbol is getting displayed when Deferral window is opened from PM distribution entry window (via Additional) for an intercompany account.

Incorrect currency symbol is getting displayed when Deferral window is opened from PM distribution entry window (via Additional) for an intercompany account. The amount is correct, but the currency symbol shows for the originating company instead of the destination company. The destination comp...

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
0

Electronic Bank Reconciliation - Credit Card Capabilities

We need the ability to reconcile credit card statements in GP. Currently the criteria hard-coded for a "Matched" transaction in the E-Bank Rec import is the 'Check Number / Serial Number'. When you're processing credit card transactions, there is typically no unique reference number at the time ...

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights.