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Bank Rec lines stay selected


Currently, after matching manually, the bank statement lines stay selected. You have to manually deselect the transactions before moving on to the next match. This causes problems if all the entries are not deselected as the user continues on with the reconciliation.


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Category: Financial Management (1505)

STATUS DETAILS
Needs Votes

Bank Rec allows manually matching of statement lines and bank ledger entries when totals don't match


Currently, we can select many bank statement lines and match to one bank account ledger entry even if the totals do not match. There is no notification of this. The opposite is true too. You can match one bank statement line to many bank account ledger entries that do not equal. In fact, a use...

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Category: Financial Management (1505)

STATUS DETAILS
Needs Votes

Bank Rec Match Details gives information only from the Bank Statement Line


Currently, you can select a bank statement line and view the Match Details. There is no way to select a Bank Account Ledger Entry and view Match Details because whatever is selected on the bank statement line is what appears in the Match Details. There is no way to deselect a bank statement li...

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Category: Financial Management (1505)

STATUS DETAILS
Needs Votes

Bank Rec Unmatching


Currently, when unmatching bank statement lines you need to select the applicable bank account ledger entry. If there are multiple bank statement lines, they all need to be selected along with the bank account ledger entry. Also, if there is one bank statement line matched to multiple bank acc...

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Category: Financial Management (1505)

STATUS DETAILS
Needs Votes

Asset disposal and default dimensions


When you dispose of an asset, the gains/loss lines inherit the dimensions from the line in the Fixed Assets G/L Journal or Sales Invoice.

 

It would be nice to be able to assign different or no dimension to the lines that are system generated and posted as part of the asset disposa...

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Category: Financial Management (1505)

STATUS DETAILS
Needs Votes

Allow allocation accounts in posting groups


The new fixed and variable allocation accounts can be more effective if they can be used in posting groups. Then they can be used on sales and purchase orders/invoices where allocations can take place automatically.

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Category: Financial Management (1505)

STATUS DETAILS
Needs Votes

GP to BC Migration tool - Add Sales Orders to migration


Since standard Purchase Orders migrate using the GP to BC migration tool, it would be nice if standard Sales Orders migrated too!


Thanks,

Gina Hoener

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Category: Data Migrations (231)

STATUS DETAILS
New

GP to BC Migration Tool - Remove default filter from Sales & Purchase GP Historical Snapshots


There is a filter assigned for Sales and Purchases snapshots and no obvious indicator of that. GL trx and Item trx are not filtered by default. Would be nice to remove the filter from these snapshots too.


Thank you,

Gina Hoener

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Category: Data Migrations (231)

STATUS DETAILS
New

GP to BC Migration tool - add Serial/Lot number history


Wile the migration tool migrates current serial and lot numbers, there is no historical migration. Serial number/lot number tracing is unavailable and unless users have access to GP or an import is done for them, they have no way to do a serial number/lot number trace.


Would n...

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Category: Data Migrations (231)

STATUS DETAILS
New

GP to BC Migration tool - Migrate the item posting accounts


Item classes in GP migrate to Inventory posting groups in BC. It would be nice if the item class accounts migrated to General Product Posting Groups and updated the General Posting Setup.


Thanks,

Gina Hoener

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Category: Data Migrations (231)

STATUS DETAILS
New