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  • 8

    Project Inv Transfer to post right through into the GL

    Suggested by Sheila O'LinnNew 0
    Category: Project Accounting

    Goodday

    I've discovered that there is a problem with the inventory quantities being allocated in the inventory tables if a project inventory transfer is saved into a batch and the Inventory Reconcile task is run. I therefore think that it would be excellent if the option of marking the PA Inv Trf to post through to the GL actually did that - it must post right through. I could then enable transactional posting for that PA transaction type.

    I know that standard functionality won't post right through to the GL if the entry is not saved in a batch in the sub-module, but it would be great if an exception could be made for this PA transaction type bearing in mind the issue around the stock quantities saved in a batch.

    This is my suggestion to ensure that the stock quantities are not corrupted and that the finance user does not have to manually post the batches.

    Thank you
    Sheila
  • 8

    Project Accounting Misc Log entry-detail line to default to expanded mode

    Suggested by Sheila O'LinnNew 0
    Category: Project Accounting

    Project Accounting Misc Log entry-detail line to default to expanded mode. The user has to deliberately click on the 'show more details' icon so that they can key in a unit cost. The default capture mode should be expanded so that the cost field is easily visible.
  • 7

    Project Accounting: Add the option for a quantity in Fee Billings

    Suggested by Dawn PrigmoreNew 0
    Category: Project Accounting

    When billing fees, it is often necessary to include a quantity without associating the fees with a cost transaction.  Suggestion:  add the option to bill (and budget) a quantity x rate for Fee Billings so the users don't have to waste lines in the Fee notes to add that information. 

  • 6

    Project Accounting PO created off a Requisition must be allowed to be cancelled

    Suggested by Sheila O'LinnNew 0
    Category: Project Accounting

    A Project Accounting PO created off a Requisition must be allowed to be cancelled. Currently there is no way of cancelling a PO line or voiding or deleting a PO if a requisition that has project accounting on it was transferred into a PO. This is a bug which should be fixed as soon as possible.
  • 4

    Change Project and Contract Numbers

    Suggested by Dawn PrigmoreNew 1
    Category: Project Accounting

    The tools to change Customer, Vendor, Item and Payroll related ID's are phenomenal! We need the same tool for Project Accounting! It would nice to see an option for Project Number and Contract Number since they're the key fields, but if we need to prioritize or choose one, the Project Number would be the choice due to the fact that it's the key field for all data entry.
  • 4

    Take timesheets in workflow into account for the Project Closing Checklist

    Suggested by Greg WahlNew 0
    Category: Project Accounting

    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 timesheets waiting to be approved if you try to close a project.

  • 3

    Add "Inactive" check box to Fee maintenance window

    Suggested by Dawn PrigmoreNew 0
    Category: Project Accounting

    You're able to make cost categories inactive - it would be great to have the same option for fees (Project Accounting > Cards > Fees), in order to maintain historical details but keep users from using fees that no longer apply.
  • 3

    PTE: Allow Employees to see historical timesheets and expense reports

    Suggested by Eric YoungNew 0
    Category: Project Accounting

    Allow employees to view their historical project accounting timesheets and expense reports via web client. As it is now, once a user's timesheet is submitted/processed/posted he/she cannot look at it again. If she wants to see how many hours she worked on a given week, she has to ask accounting to run a report.
  • 3

    Add fees on the fly in T&M billing entry

    Suggested by Dawn PrigmoreNew 0
    Category: Project Accounting

    Not all GP Project Accounting users know the amount/fee that will be billed at the time the project/budget is created, and some companies do not care to budget that. For those companies, having to add the fee to the project before being able to bill that fee is just a wasted step, which in turn is wasted time. I would like to see 2 related options added to the billing setup options:

    1. Add fees on the fly (i.e.: when billing, select a fee and be able to choose to add it on the fly, just like you can for cost categories)
    2. Allow the fee billing amount to exceed the budgeted fee amount

    Both of these options exist for T&M cost category billing and it would be nice to see the consistency flow through all T&M project billing methods.
  • 3

    PTE Timesheet Report prints 0 hour days on Edit List.

    Suggested by Isaac OlsonNew 0
    Category: Project Accounting

    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-dynamics-gp-2016-addition-of-edit-list-reports-to-pte-entry-windows