In the majority of lookup windows, you can type in the first several characters of the ID before doing a lookup, and when you select the desired record from the lookup window, it brings you back to the maintenance window and populates with the selected record. If you take those same steps in the account maintenance window, you are asked if you want to save the record (the few characters you typed prior to going to the lookup). If the lookup is engaged after typing the characters, it should not ask if you want to save that record when you return to the window.
Currently workflow mails show amounts to 5 decimal places and this is difficult to read and work with. Decimal places should be either 2 decimal places or pick up from the currency setup.
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.
Please set the posting process to post through to the G/L, not just post to. If unable to make that the default, please allow an option.
For all other main sub ledgers, when I create a batch (as I do in Fixed Asset GL Posting routing) and select 'Post', the batch posts through to the G/L.
Currently in fixed assets, I have to generate the batch, post the batch in Fixed Assets & the subsequently go post the batches again in the G/L.
The Item SmartList is missing the "Inactive" field from the available columns to add list. It would be helpful to have this field by default so that you don't have to modify the list in SmartList Builder or create a new list in SmartList Designer to add it.
The field being referenced is the Inactive checkbox on the Item Maintenance window to the right of the Item Number field.
We need to track our purchases that are subject to Use Tax. This is not possible and the tax features in AP add the tax to the amounts owed the vendor.
The Use Tax is an amount we owe the tax authority for our purchases, not the vendor. It would be much simpler if we could somehow flag or tag invoice amounts or POP items that are subject to use tax.
Consider some sort of ‘light mode’ launch for Web Client Only users where only specific pieces load. Something that would be more mobile-friendly, too.
We need something that is easier for users to modify what an employee sees or does not want them to see.
A light mode launch of some kind where it doesn’t load everything, just enough to send the timecard/get paystub would be a great feature.
I may not want to do W2's nor direct deposit just pay stubs but I have to keep all the links there, it is not easy to modify this.
In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.
On the FA Transfer Maintenance window, you can transfer the Physical Location, Location ID, G/L Accounts, Master Asset ID & Structure ID, which is all good. However this would be much more powerful and simpler if you could transfer the asset class as well.
Classes are frequently linked to Account Groups in a GP deployment so that when a class is assigned to an asset, the associated account group gets assigned and the assets inherits the appropriate GL accounts.
Most of our customers setup their classes to represent both the asset class and the location, so for example FF&E-NORTH, FF&E-SOUTH, etc... They do this because their COA contains separate accounts for FF&E depending on the location. Since both the asset class and the location are part of the class, they can then setup matching Account Groups, and once again by simply adding the class to a new asset, the appropriate accounts get assigned.
So in the above scenario, it is very common to need to move an asset from one class to another, either because it was coded incorrectly initially, or more commonly, because the asset physically moved from one location to another.
For example, a new desk was setup as FF&E-NORTH and depreciated for a number of months, but then it was moved to FF&E-SOUTH. Doing a transfer of this asset allows us to transfer any of the fields mentioned above. Most importantly it creates the GL distributions to move the Cost and Accumulated balances plus it assigns the new GL accounts to the asset, which is all good. However, it does not change the class of the asset, which in the above scenario is necessary. So after the transfer is done, we then have to pull up the general window and manually change the asset class.
Not only is this an extra step that is easy to forget, but it also adds confusion to the entire process. If someone forgets the proper sequence and changes the class first and then does the transfer, that is typically problematic because changing the class will very likely also update the GL accounts with the new GL accounts because of the linked account group. Then when they go to transfer the asset, GP already has the updated GL accounts on the asset therefore you can't transfer them. It seems to me that simply adding the class id to the transfer window would solve all of these problems.