Get receipt lines screen to include PO number and value of receipt


If you receive an invoice with multiple receipts from multiple orders it is difficult to identify from the get receipt lines screen as it does not display the PO number or the value of the receipt line.

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2 Comments

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2 Comments

Category: Purchasing (175)

STATUS DETAILS
Needs Votes

Fixed asset book value 01 report in additional reporting currency


The system offers additional reporting currency in the general ledger but you cannot run a fixed asset report in the additional reporting currency. This is required for ease of final accounts reporting.

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0 Comments

Category: Financial Management (547)

STATUS DETAILS
Needs Votes

Automatic update of exchange rate on depreciation book


If you need the exchange rate to be fixed for the additional reporting currency for any late additions after the asset has started being depreciated you have to amend the exchange rate manually which is prone to error and could lead to a balance being left on the additional reporting currency at ...

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0 Comments

Category: General (734)

STATUS DETAILS
Needs Votes

Add Posting Group to list of fields you can add in by personalising screen on General Journal


If paying both payroll and expenses for example using the employee card then the general journal takes the posting group set on the employee card and only 1 can be stored on the card. To negate the need for 2 employee records per employee i.e. 1 for the expenses and 1 for payroll you have to c...

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0 Comments

Category: Financial Management (547)

STATUS DETAILS
Needs Votes

Original transaction to be included in applied entries screen.


When you click on applied entries to view payments/credits that have been matched to an invoice it does not include the original entry you have highlighted, i.e. if have invoice highlighted it will not include the invoice line in the applied entries screen. This would be useful if there are lots...

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0 Comments

Category: Financial Management (547)

STATUS DETAILS
Needs Votes

Bank reconciliation automatic matching improvement


The process could be improved by giving the options for setup of rules on the automatic matching. For example concatenating Description, Value and Date (within specified date tolerance) and only match if the transactions match the rules specified. It would also be beneficial if you could decide...

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0 Comments

Category: Financial Management (547)

STATUS DETAILS
Needs Votes

Workflows to automatically re-direct to substitute if Out of office is on in Outlook


Workflows to automatically re-direct to substitute approver if Out of office is on in Outlook and "Delegate after" is set to something other than "Never".

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0 Comments

Category: Office Integration (46)

STATUS DETAILS
Needs Votes

System check to avoid duplicate amounts on consolidation as currently can have duplicates on consolidation company


If you run the consolidation for a range of months e.g. Jan-Mar using starting date 1/1/20 and ending date 31/3/20 then re-run for Feb alone i.e. starting date 1/2/20 and ending date 29/2/20 it will duplicate the Feb figures. A check is needed similar to the VAT entries flag of "Closed" so the...

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1 Comments

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1 Comments

Category: Financial Management (547)

STATUS DETAILS
New

Purchase quote to be added to Outlook integration


On Outlook integration sales quote is available but not purchase quote. Could the purchase quote be added to future releases?

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0 Comments

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0 Comments

Category: Financial Management (547)

STATUS DETAILS
New