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...
Copy Checkbook
Would be nice to copy a checkbook setup like inventory item where it copies all information from the checkbook including direct deposit and ACH setup information.
Net amount fields (Boxes 6,7,8,9) on VAT Daybook summary report are incorrect if data had DOCDATE that is over a year old and crosses a year
VAT Daybook was redesigned in GP 2016, and so now the VAT Daybook summary report returns highly inflated and incorrect totals (as compared to sum of the detailed transactions) if the DOCDATE on the data being pulled crosses a year and includes dates back to a year old. The summary report has th...
Budgeting Request
Cards > Financial > Budgets When you open a budget using GP, the delete button on the window deletes the entire budget. It would be nice to have a separate delete button for just the account to be deleted within the budget.
Single-Account Budget Maintenance Window
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...
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...