User Profile

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...

Read more...
1 Comments

Read more...
1 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Declined

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...

Read more...
1 Comments

Read more...
1 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Under Review

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 ...

Read more...
4 Comments

Read more...
4 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Under Review

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 ...

Read more...
4 Comments

Read more...
4 Comments

Category: Financial Management (1253)

STATUS DETAILS
Under Review

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, ...

Read more...
1 Comments

Read more...
1 Comments

Category: General (1622)

STATUS DETAILS
Under Review