Job planning lines - resource - budget
The proposal: to be able to create a job planning lines with type 'Resource Group' rather than by 'Resource'. Those budgeted lines will be 'consumed' with the job journal lines 'Resource' that is linked to the budgeted 'Resource Group'.
The reason behind this request: company doesn't kn...
Jobs - Summary Report
Users are seeking for a jobs summary report. Similar to the Job Analysis report, but provides a summary per job where lines are JOB Number and Job Totals, and columns are the same as 'Job Analysis'.
Bank Reconciliations - Suggest Lines --> Filter :Bank Rec. Line --> Document type
On the 'Bank Rec. Process Lines' dialog window -- Filter 'Document Type' = blank often misleads users as they think that in this case 'blank' = everything, and no filters are applied, when the BLANK document type filter is applied.
The idea is to assign a value 'BLANK' to the ...
Workflow purchase approval by dimension
To assign approver by dimension (department, fund, program) or by GL - works better for NFP customers
Workflow approver - predefined time period to delegate approval automatically
When the approver is going on vacation, the approval entries must go to the substitute approver before the expiration date automatically.
A user should populate 'from-to' dates and mark a checkbox 'to delegate'.
The rule will expire automatically with 'to' date passing.