8

Add sort option to Project Accounting Fee Entry window

Add a sort option to the Fee Entry window (Transactions > Billing > Billing Entry - Fees Expansion). It would be helpful for the user to be able to choose their sort from the follow options: Project Fees order (the order the fees were entered/appear in Cards > Project > Fees), Fee ID, or Fee name.

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Category: Project Accounting (23)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Dawn, 

Thanks for your suggestion. We will look into this for a future release.

Jodi Christiansen
PM, Microsoft

8

Take timesheets in workflow into account for the Project Closing Checklist

On the Project Closing window, there is no way to determine if a timesheet that has charged to a project is still in workflow.  The project closing checklist is checked which tells me that the project is ready to be closed.  There should be a warning that there are some pending times...

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Category: Project Accounting (23)

STATUS DETAILS
Under Review
Ideas Administrator

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

Best regards. 

6

Allow ability to void previously posted Project Accounting Timesheets, individually or as a batch

Occasionally clients need to void and re-process PA timesheets that have already been posted, and sent to payroll. Would like the ability to void individual PA Timesheets, or as a batch of PA Timesheets. Or provide a way to create a reversing timesheet or batch of timesheets. Need to also create...

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Category: Project Accounting (23)

STATUS DETAILS
New
5

Timesheet Submission Improviements

We have employees that utilize timesheet templates. The employee may only utilize just a few of the lines on the template on a given week. What I am finding in tracing the SQL and Dex code is that GP is processing each day for each line regardless if any time has been entered thus causing the su...

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1 Comments

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Category: Project Accounting (23)

STATUS DETAILS
Under Review
Ideas Administrator

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

Best regards. 

5

PTE Timesheet Report prints 0 hour days on Edit List.

PTE Timesheet Report prints 0 hour days on Edit List. It would be nice to exclude the 0 hour days by default, although there is a package file you can download as a workaround already on the new feature blog for this. https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/07/12/microsoft-...

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Category: Project Accounting (23)

STATUS DETAILS
New
4

Changes to EE Employee Expense Document Number fields no long allow joins in Report Writer for Billing Invoices PA Billing ITEM TEMP

Due to changes made on the Employee Expense tables in recent years with PTE, the document number field is now 31 characters instead of 17 in dexterity, which is fine in the application, but with this change users can no longer join the PA30501 table to the PA Billing ITEM TEMP table in Project Ac...

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Category: Project Accounting (23)

STATUS DETAILS
New
4

Inactive option in the Project Allocation Maintenance still allows you to enter a transaction

When attempting to use the inactive field for Project Allocation, nothing happens and searches do not change as expected. Example: Go to Cards>Project>Project Allocation and select an allocation ID or create a new one, then mark it as inactive Go to Transactions>Project>Allocation and enter a tr...

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Category: Project Accounting (23)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion Terry. We will consider this for a future release.

Jodi Christiansen
PM, Microsoft

4

Project Accounting drill back to historical GL years

In GP 2013 we added a feature for Historic years in the Journal Entry Inquiry window, this works for all modules except for Project Accounting. Once you close your year in GL, the drill backs no longer work on the source document of PATS Journal Entries which are project accounting for the histor...

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Category: Project Accounting (23)

STATUS DETAILS
New
4

Provide an administrative PTE Approval windows in GP

Before GP 2013 introduced the new PTE TimeSheet & Expenses entry form to substitute for the defunct BP / PDK combo, the companion app PDK (Personal Data Keeper) had 2 functions for Administrative Approval of all currently submitted & approved TS & EE reports. This approval screen is sorely missed...

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Category: Project Accounting (23)

STATUS DETAILS
New
3

Allow Summary Distributions to be changed

In Project Accounting - Expense Entry prior to 2016 you were able to edit Distributions at the Summary Level. With the newer versions now you need to change it a line level. The problem is that you cannot break up the distributions using the same account. We currently break the expense up us...

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Category: Project Accounting (23)

STATUS DETAILS
New