Don't ask to add new account when the lookup is engaged in Account maintenace


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 step...

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Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review

Add column sorts to Segments lookup window


In Financial > Setup > Financial > Segment, add the ability to sort by Number or Description in the Segments window (lookup on Number).

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1 Comments

Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review

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...

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0 Comments

Category: Financials - Other (57)

STATUS DETAILS
Under Review

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...

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Category: Project Accounting (28)

STATUS DETAILS
Under Review

Maximize Smartlist Designer window


Add ability to maximize Smartlist Designer window.

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0 Comments

Category: Business Intelligence - SmartList (12)

STATUS DETAILS
Under Review

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.

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Category: Project Accounting (28)

STATUS DETAILS
Under Review

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 ...

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Category: Project Accounting (28)

STATUS DETAILS
Under Review

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 ...

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Category: Project Accounting (28)

STATUS DETAILS
Under Review

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.

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Category: Project Accounting (28)

STATUS DETAILS
Needs Votes

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.

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Category: Tools - Workflow (38)

STATUS DETAILS
Needs Votes