Auto-Assign Customer ID's
There are ways to auto-assign employees and fixed assets already in place. This would be a nice feature as well!
Auto-Assign Item Numbers
There are ways to auto-assign employees and fixed assets already in place. This would be a nice feature as well!
Copy GL Account
Would be nice to copy a GL account setup like inventory item.
Deduction & Benefit Enhancement
It would be nice to have a deduction history window like pay code history so you can see the previous amounts when needed. It would also be nice to use effective dates for deductions so you can make a change now that will take effect in the future based on build check date range. Same for benef...
Starting Check Number Default Issue
We process checks and ACH payment runs all of the time. If our last check on Friday was 203 and we ran travel (ACH file) on the Thursday of the following week, the next batch we had of checks would default to 205. If we would’ve had another direct deposit batch before we ran the next bat...
Void Historical/Void Open Transactions
When Cards > Purchasing > Vendor > Accounts "Accounts Payable" account field is blank, we receive errors saying cannot void. It would be better to make the process look at the actual account the invoice/check was charged to and void based on that information since not all vendors can ...
Single-Account Budget Maintenance Window
Budget amounts were entered but appeared on the Management Reporter report as zero. When they are on the Single-Account Budget Maintenance window and pull up the Budget ID and then change the budget year field to another year, such as 2021, it updates all records for that budget ID to year 2021 i...
Quick Assignment Enhancement
On Cards > Payroll > Quick Assignment, can we either add a "Save" button so window doesn't close automatically or either replace the "OK" button with "Save"? A lot of times we are using this window for several employees at a time and it is tedious to have to open this window back up each time. ...
E-File 1099's
We currently use Greenshades for this process, but it would be nice if GP had this capability like they do for W-2's so we have 2 options.
Void Open Transactions
A PO invoice should not show up on this window to void whether it was keyed on Enter/Match Invoice or Shipment/Invoice method. These cause all kinds of headaches when a client voids PO invoices here by not backing out the receiver/etc. Thanks!