Suggest a new Idea

  • 6

    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. 

  • 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

    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

    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.
  • 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
  • 2

    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.
  • 1

    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.
  • 1

    Salaried Payroll to Projects in GP Project Accounting

    Suggested by S SNew 0
    Category: Project Accounting

    When using Project Accounting, a way to have salaried employees setup as salaried so that they can do excepting time entry versus having to submit a complete timesheet every pay period.
  • 1

    Add the Project Number to the Fee Details window

    Suggested by Dawn PrigmoreNew 0
    Category: Project Accounting

    Typically when you expand on an item to enter additional details specific to the record you're working with, the master record is indicated on the details window. This helps new end users distinguish the difference between maintenance windows and record details windows, and also allows the user to confirm the master record that they are working with. The Fee Details window for Project Maintenance is missing the master record (project number) field. (Cards > Project -Fees)
  • 1

    Add sort option to Project Accounting Fee Entry window

    Suggested by Dawn PrigmoreNew 0
    Category: Project Accounting

    Add a sort option to the Fee Entry window (Transactions > Billing > Billing Entry - Fees Expansion). It would be helpful for the user to be able to choose their sort from the follow options: Project Fees order (the order the fees were entered/appear in Cards > Project > Fees), Fee ID, or Fee name.