Account Schedule Reporting Trees
Users should also be able to define reporting trees that allow them to print out a report that includes rolled-up/summary financial information, and a separate report for each of the dimension values that are broken out in the reporting tree. When they print a report using a reporting tree, Busin...
Account Schedules: Additional Information during Drill-In on Analysis Views
Account schedules should also have more detail/drill back capabilities when using analysis views. When you drill into the account detail on an account schedule using analysis views you are only able to see the amounts posted to the accounts and date. Users should be able to drill back to the jour...
Account Schedule Formatting Enhancements
Account schedules should have more formatting options so that more polished financial statements can be made for sharing with management. Users should be able to select for each report whether it is printed in landscape or portrait, add report headers, determine which lines have currency symbols ...
Close Accounting Periods for Posting by Subledger
Users should be also able close fiscal periods/accounting periods by module/subledger area to prevent transactions from being posted back to prior periods. Users should be able to select which fiscal periods are closed by module and this should prevent all users from posting transactions in that ...
Additional Pre-Defined Permission Sets for Common User Roles and Tasks
Ideally there should be more pre-defined permission sets that match common user roles (such as A/P clerk) and user tasks (such as everything needed for entering payables/purchase invoices vs. selecting and printing checks). This would be helpful to have as a good starting point for most clients, ...