Posting Date on General Journals should automatically update batch and accounts that are imported instead of having to import accounts first and then change Posting Date to update this accounts


Currently when you are on General Journals page, using “show fewer columns” view you can set the Posting Date for this batch on the upper right corner. If you change the Posting Date first (let’s say to 11/30/2019) and then you go to Actions>Functions>Get Standard Journals. This will import the ...

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Category: General (689)

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Needs Votes

Tenant to Tenant migration (from different localizations i.e. US - WEU - CANADA....)


Currently the only option to do a tenant to tenant migration from different localizations (US-Canada- WEU....) is through the use of configuration packages. There is no complete and detailed documentation on how to work with configuration packages, if you follow the available documentation you ...

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Category: Data Migrations (94)

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Needs Votes

Hide option for the Availability field on Factbox when creating purchase order for Service Items


A job that creates purchase orders is set up for items Type = Service Items only. The Availability amount on the Factbox should not be showing for Service Items. There should be an option to not show Item Availability for Service Items. Currently, the Availability field on the Factbox does not ...

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Category: Purchasing (159)

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Needs Votes

On Service & Non-Inventory items, Sales tax amount is only capitalized in the g/l entry but not capitalized/included as part of the actual job cost amount


The Expense/Capitalize feature within the Tax Jurisdiction page does not include Service & Non-Inventory. Because of that, on Service & Non-Inventory items, Sales tax amount is only capitalized in the g/l entry but not capitalized/included as part of the actual job cost amount. This issue causes...

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Category: Financial Management (495)

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New