Allow Attachments to Sales Documents


There should be the ability to attach documents to all types of transactions, not just journals and purchasing documents.  Even if it is to add the Incoming Document function (without needing OCR) that would at least make it consistent.  As of today you can add a document via the Inc...

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2 Comments

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2 Comments

Category: Sales (500)

STATUS DETAILS
Needs Votes

Ability to Add XML Fields for Word Documents


While there are many fields in the XML for the word forms, there are always new ones that customers would like to add.  For example, on the sales invoice the email address fields that are associated with the Bill To and Ship To addresses is not available.  Email for example, is somet...

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10 Comments

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10 Comments

Category: General (1193)

STATUS DETAILS
Under Review

Allow Exporting of Account Schedules Even if Only 1 Global Dimension is Set


If you don't have 2 global dimensions setup you can't use the Export to Excel option under the Actions tab of the Account Schedule Overview.   So while you don't need dimensions at all, there are places in the application that require them to work properly.   &nb...

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0 Comments

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0 Comments

Category: Financial Management (892)

STATUS DETAILS
Under Review

Ability to Delete Multiple Records


Hello, While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View.  While Edit and View are understandable, a user should be able to Delete multiple records at o...

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1 Comments

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1 Comments

Category: Sales (500)

STATUS DETAILS
Under Review

Open Purchaes Order Report


Just noticed that there is no standard report for Open Purchase Orders.  This is a standard report for companies that issue Purchase Orders.  Please add a standard report that allows reporting on Open Purchase Orders for as of dates chosen by users.  An Open PO Report would be t...

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0 Comments

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0 Comments

Category: Purchasing (290)

STATUS DETAILS
Needs Votes

Standardize Trial Balance Reporting Across Versions


We recently provisioned a customer on a U.K. tenant and found that the U.K version does not have reports such as the Trial Balance by G. Dim or the Trial Bal. Spread by G. Dim. These reports are critical for users and don't seem to be region specific. They are important to anyone using dimensi...

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1 Comments

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1 Comments

Category: Financial Management (892)

STATUS DETAILS
Needs Votes