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Financial Report Out Options


Can you add ability to print financials to fit to page (landscape or Portrait with scaling).

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Category: Financial Management (1236)

STATUS DETAILS
Needs Votes

Please add a way to close all documents with one click


Please add a way to close all open documents to quickly get back to the role center. Its cumbersome to close each open document in order to get back to the role center.

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1 Comments

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1 Comments

Category: General (1600)

STATUS DETAILS
Needs Votes

Consolidate Invoice and Credit Memo into one form with drop down document type selector


Please consolidate Invoice and Credit Memo into one form which will allow for a streamlined invoice entry without having to open separate listing pages.

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Category: Purchasing (408)

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Needs Votes

Add subtotal to Cash Receipts and Payment Journal


Please add subtotals to cash receipts and payment journal next to number of lines. This will help with tying out cash received or paid without having to run a report or export to Excel to perform a sum.

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Category: Financial Management (1236)

STATUS DETAILS
Needs Votes

Bank Statement Reconciliation Report - Option to print Cleared vs Outstanding


Currently, there is only one big report with overview, cleared and outstanding transactions making very difficult to review and provide to auditors.


Please add the ability to separately print out the bank statement overview, cleared transactions and outstandin...

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Category: Financial Management (1236)

STATUS DETAILS
Needs Votes

Add abiliity to open edit in Excel with personalized Columns List


Would be nice to open edit in Excel to personalized columns on a list. Currently it loads all columns which makes it difficult to work with when trying to update only columns based on list view.

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0 Comments

Category: Financial Management (1236)

STATUS DETAILS
New

Keyboard Shortcut to return to Home Screen (Role Center)


Please add ability to have a shortcut key to return to home screen or role center. When I have multiple forms open, its difficult to click the back or escape key multiple times to get back to role center.

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Category: General (1600)

STATUS DETAILS
New

Add Related Source Document Links from a Target Document


Please add ability to go back to source documents from a target document. Example, When on a Sales Invoice (Target Document), I should be able to get back to the source document via a Related>Source Document link.


The Sales Invoice should bring me to the Sh...

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0 Comments

Category: General (1600)

STATUS DETAILS
New

Financial Reports - Fit to Page Option


Please add ability to print financials that fit to a page (portrait or landscape). Currently, the printing is off when using columns in a layout.

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
New

Abbreviated Search Short Cuts


Please add ability to search (Tell me what you want to do search) using abbreviations (example, Item Ledger Entry =ILE, Vendor Ledger Entry = VLE, etc). Makes searching for pages faster.

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1 Comments

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1 Comments

Category: General (1600)

STATUS DETAILS
New