4

Enable Copy / Paste for Bank Transaction Distributions

Enable Copy / Paste for Bank Transaction Distributions in a manner similar to General Ledger and Payables.

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1 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
1

Budget Import Template

It would be nice if the template could import with formulas in the cells into GP. I believe it used to do this in the past.

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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
1

Electronic Bank Statement Feature

Any transactions keyed on Transactions > Financial > Bank Transactions window should be able to have a configurator code which will match these when electronically reconciling the bank statement using GP.

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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
3

Checkbook ID Approval Workflow

Would be nice if there was a checkbook ID approval workflow tied to Cards > Financial > Checkbook ID window.

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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
6

Transaction Entry ID

It would be helpful to see who actually entered a transaction and not just who posted it. This would work well for journal entries, payable transactions, sales transactions and more.

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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
2

Batch Recovery Edit List

Would be nice to have batch edit report printing capability here so you'll know what to fix quicker rather than having to go to original batch or transaction window to view report there.

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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
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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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
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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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
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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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
3

Reprint Year-End Closing Reports For Each Series Option

It would be nice to be able to recreate the system generated closing reports for each series in case there is a need. Sometimes security not being set correctly makes the reports produce an error and we can't get them back and hope it is right for next year. This includes sales, purchasing, fix...

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0 Comments

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Category: Financials - Other (58)

STATUS DETAILS
Under Review