View customers across legal entities


Modify All customers form to enable viewing of customers across legal entities, similar to the existing functionality on the All projects form.

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Category: Accounts Receivable (320)

STATUS DETAILS
Needs Votes

Create Data Entity for Loading On Account Transactions


Create a data entity for loading milestones and other on account transactions (projtransonacctable)

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Category: Project management (592)

STATUS DETAILS
Under Review

Reverse Intercompany Customer Invoice Functionality


When customers make a mistake with their intercompany transactions, it can be a pretty big mess to untangle. Adjustments need to be made in the AR invoicing company as well as on the AP side. It would be great if there was a reversal button for these sorts of transactions that would generate ...

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1 Comments

Category: Project management (592)

STATUS DETAILS
Needs Votes

Extend Pending Vendor Invoice View


I can start a purchase order invoice in the pending vendor invoice form. This allows me, among other things, to code expenses to intercompany projects. I can view this invoice in the pending vendor invoice form until the document is posted. Once the invoice is posted, there is no similar area ...

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Category: Accounts Payable (369)

STATUS DETAILS
Needs Votes

Add method of payment and payment terms to project invoice proposal


These items are sometimes changed for specific project invoices. It would be helpful if both method of payment and payment terms were exposed on the project invoice proposal form for users to toggle as necessary prior to invoicing.

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Category: Project management (592)

STATUS DETAILS
Needs Votes

Calculate Sales Tax on Project Invoice Proposal Creation


After an invoice proposal is created, users can click the posted sales tax button to calculate and view the sales tax amounts related to a project invoice proposal. Because the sales tax value isn't calculated on project invoice proposal creation, it cannot be reviewed through the project invoic...

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Category: Project management (592)

STATUS DETAILS
Needs Votes

Ability to assign project number sequence at project group level


Create the ability to assign project number sequences at the project group level instead of at only the legal entity level (similar to the functionality that exists for customer groups).

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1 Comments

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1 Comments

Category: Project management (592)

STATUS DETAILS
Needs Votes

Add fastab to project contract that links to associated projects


On the project form, it is possible to click from a given project to it's associated project contract, but there is not a view on the project contract form that displays all projects associated with the given contract. It would be convenient if there was a fasttab on the project contract form th...

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Category: Project management (592)

STATUS DETAILS
Needs Votes

View WBS Across Subprojects


It is common for companies to use the project/subproject structure to break a single project into multiple parts to leverage multiple posting profile or invoice requirements. In the planning of these types of projects, it would be helpful to have a view of the WBS that included the sub-project w...

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Category: Project management (592)

STATUS DETAILS
Needs Votes