Read Year field when defaulting First/Last Day dates in Fiscal Periods Setup window
When creating a new year in the Fiscal Periods Setup window, the system assumes the next year when defaulting the First Day/Last Day dates. If a client is adding history after going live, they may need to add historical years. Suggested update: read the year field to decide w...
Project Accounting: Add the option for a quantity in Fee Billings
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 informati...
Maximize Smartlist Designer window
Add sort option to Project Accounting Fee Entry window
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.
Add fees on the fly in T&M billing entry
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 ...
Add the Project Number to the Fee Details window
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 ...
Add "Inactive" check box to Fee maintenance window
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.
Add option to require comments for worklflow actions
Add an option when setting up new workflows to require comments - often workflows are based on executives' needs/requests and/or for compliance reasons. Being able to require comments will give the admin control for reporting and compliance needs.