Update account descriptions using Mass Modify


Add the option to update account descriptions using the segment descriptions in Cards > Financial > Mass Modify (without making any other changes to the accounts).

Read more...
0 Comments

Read more...
0 Comments

Category: Financials - General Ledger (70)

STATUS DETAILS
Completed

Allow selection of multiple fields in SmartList "Change Column Display" window


In SmartList > Columns (Change Column Display), allow selection of multiple fields to remove and/or move columns.

Read more...
0 Comments

Read more...
0 Comments

Category: Business Intelligence (12)

STATUS DETAILS
Completed

Add scrolling arrows to Account Segment Setup window


In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.

Read more...
0 Comments

Read more...
0 Comments

Category: Financials - General Ledger (70)

STATUS DETAILS
Completed

Change Project and Contract Numbers


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 w...

Read more...
1 Comments

Read more...
1 Comments

Category: Project Accounting (28)

STATUS DETAILS
Completed

Add option to autopost transactions with completed workflow steps


Add an option when setting up new workflows to auto-post transactions when all required workflow steps have been met/completed. This request is becoming more common...

Read more...
0 Comments

Read more...
0 Comments

Category: Tools - Workflow (37)

STATUS DETAILS
Completed

Add Name field to Site ID maintenance


Add a "Name" field to Site ID maintenance and include in the logic for printing distribution documents (I.E.: ship to address on POs).

Read more...
0 Comments

Read more...
0 Comments

Category: Distribution - Inventory Control (43)

STATUS DETAILS
Completed