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...
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).
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.
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.
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).
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...
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...
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).