Change project stage provide additional rules/polices


At present, a project stage can be changed to finished or equivalent when there could be outstanding timesheet, requisitions etc. This means that transactions will not be able to be posted. The project stage rules or a policy framework should be added whereby rules such as a project cannot be ...

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Category: Project Resource Management (665)

STATUS DETAILS
Under Review

Vendor rebates based upon the sale of the item


Current all Vendor rebate functionality is based upon the rebate accruing when the items is received or invoiced. Some vendor require the item to be sold either via the sales order or via the POS. This is known as "sold through" or scan. The complication can be if we sell the item to a Retaile...

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2 Comments

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2 Comments

Category: Procurement and Sourcing (705)

STATUS DETAILS
Needs Votes

Annual Limits for expense categories


For many organisations there are limits to be amount of expenses which can be claimed in a year. For example, for gym membership, Microsoft has a limit of $300 per year. It would be good if these limits could be enforced by polices

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1 Comments

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1 Comments

Category: Expense Management (187)

STATUS DETAILS
Needs Votes

Reuquisition requiring RFQ process


The ability to accommodate workflow, mandatory fields and templates based on the thresholds listed below (inclusive of GST): 1.       Procurement Requisition: Requests from A$0 to $25K, three quotes not mandated - optional RFQ 2.       Request for Quotation: A$25K - $100K requires short RFQ docum...

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0 Comments

Category: Procurement and Sourcing (705)

STATUS DETAILS
Declined

Prospect Vendor for RFQ


At present the RFQ process requires participants in the process to be Vendors. If the RFQ process is a market testing process, typically prospect vendors will be invited to quote. This idea is to extend RFQ process to prospect vendors.

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1 Comments

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1 Comments

Category: Procurement and Sourcing (705)

STATUS DETAILS
Needs Votes

Support Procurement Category within WBS


At present, when creating a WBS with a line type of "item", only inventory items are available to be selected. This should be extended to procurement categories. For a lot of organisations, they raise purchase orders against a project including for subcontracting, and generally procurement cate...

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1 Comments

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1 Comments

Category: Project Resource Management (665)

STATUS DETAILS
Needs Votes

Employee reimbursed in currency of their location


When reimbursing employees which are in locations with currencies other than the home currency, the reimbursement payment generated in Accounts Payable, default to the home currency. For example, the legal entity has a home currency of USD but has a office in Canada where employee would like to b...

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0 Comments

Category: Expense Management (187)

STATUS DETAILS
Needs Votes

Fixed Asset reports cannot be run as at a date or date range


Fixed Assets reports are generally very good such as: Fixed Asset acquisitions Fixed Asset disposals Fixed Asset transactions Fixed Asset balances These reports typically cover all of the management and other requirements. The issue is none of the report can be ranged by date which is different ...

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Category: Fixed assets (143)

STATUS DETAILS
Needs Votes

Expense Management Report Posted Transaction report does not any date field


The Expense Management Report Posted Transaction report does not have any date field for the individual transaction i.e. not the transaction or accounting date. Frankly, this makes the report useless, Accountants at a minimum want to know the period the transaction related too. The report shoul...

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0 Comments

Category: Expense Management (187)

STATUS DETAILS
Needs Votes

Expense Management Travel Requisition functionality is limited when reviewing and approving expense reports


The current travel requisition/expense report works in the following way: There is a Expense Management parameter requires travel to be pre-authorized before claiming the expense. The flag is "Pre-authorization of travel is required". With this switched on, Expense reports must have a travel re...

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0 Comments

Category: Expense Management (187)

STATUS DETAILS
Under Review