2

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.

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
2

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...

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
2

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.

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
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
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
2

Bank Reconciliation Edit Reports

Transactions > Financial > Bank Deposits window has a Save and a Print button which prints a report that can serve as an “Edit List” before posting the transaction. This is close enough to the batch functionality that other parts of GP have even though bank reconciliation doe...

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
2

NACHA Data Security Requirements June 2020 Changes for GP?

There are some NACHA Security Requirements for June 2020 Effective Dates: Phase 1 – June 30, 2020 for Originators and Third-Parties with ACH volume greater than 6 million in 2019 Phase 2 – June 30, 2021 for Originators and Third-Parties with ACH volume greater than 2 million in 202...

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
9

Add Date Range to Bank Trx History Report

Add Date Range to Bank Trx History Report

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Category: Financials - Other (58)

STATUS DETAILS
Needs Votes
8

Bank Rec Cleared Amount Limit/Password

Add a field to bank rec setup to set a maximum amount for cleared amounts entered during a bank reconciliation. And add a field to link a password to that max amount so the max amount can be overridden if the password is entered. This would keep users from clearing an entire check (fraud contr...

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Category: Financials - Other (58)

STATUS DETAILS
Under Review
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