User Profile

Make the New Account Mask a range option in Mass Modify Chart Of Accounts window


Add a range option to the New Account Mask in the mass modify window, and an additional scrolling window for a preview of the new accounts to be created, to the right of the selected range scrolling window.

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Category: Financials - General Ledger (76)

STATUS DETAILS
Under Review

Void bank reconciliation


Add a void and/or correct option for completed/reconciled bank reconciliations.

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Category: Financials - Other (64)

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Needs Votes

Add a default selection for applying existing unapplied credit documents in PM setup


We've gained several great features in recent releases, around payables defaults; however, we're missing one that would prevent a lot of heartache around misapplied documents. I'd like to see an option in Payables Management Setup to control the defaults for the "Automatically Apply Existing Una...

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Category: Financials - Accounts Payable (119)

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Needs Votes

Add user type to Users lookup


Please add the user Type to the Users lookup field. When in User Security, looking up a user, it would be really helpful to see the user type in the list (Full, Limited, Self Service). Thanks!

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Category: System (91)

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Needs Votes

Expand the ability to create GoTo options in SmartList Designer


Add the ability to create GoTo's that open windows and run the field scripts so you can display a selected record, click Redisplay, etc.

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Category: System (91)

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Needs Votes

Fix the format of the sqncline in the GL10000 table to match seqnumbr in GL20000 and GL30000 tables


The format for the GL10000.sqncline is xxxxx.xxxxx but the format for the GL20000 and GL30000 tables do not have the decimal places. To do any linking you have to work around this issue, and there are some ISV features that will not work because of it. Please format them consistently.

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Category: Financials - General Ledger (76)

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Needs Votes

Add AND/OR selection between each search box in SmartList > Search window


It's great to have the match 1 or more option in the SmartList search window; however, often times you need both for a given SmartList. I.E.: (Debit Amount is equal to $$ OR Credit Amount is equal to $$) AND trx date is between xx/xx/xxxx


Currently the user has to export to ...

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Category: Business Intelligence - SmartList (16)

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Needs Votes

SmartList - add additional search options


I would love to see an update to the SmartList Search window, to allow for more than four search criteria to be entered.

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Category: Business Intelligence - SmartList (16)

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Needs Votes

Remove the restriction for cutoff date in Project Billing Entry


When entering billing transactions, you are limited to using dates later than the last cutoff date billed. This is a hinderance in quite a few billing scenarios, and is especially frustrating with trying to return a previously billed fee. Suggestion: update the engine to look at whether ite...

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Category: Project Accounting (32)

STATUS DETAILS
Needs Votes