Enable Copy / Paste for Bank Transaction Distributions
Enable Copy / Paste for Bank Transaction Distributions in a manner similar to General Ledger and Payables.
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.
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.
Checkbook ID Approval Workflow
Would be nice if there was a checkbook ID approval workflow tied to Cards > Financial > Checkbook ID window.
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.
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.
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, ...
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.
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 ...
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...