Committed Cost doesn't update when creating a PO via an Item Requirement on a stocked item


When a Purchase Order for a stocked item is created via the Item Requirement, when confirming the PO committed cost is not created.

This occurs when the Cost Commitments has "Item Requirement" disabled.

Customers do not want this option enabled as it will create a committed cost ...

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1 Comments

Category: Project management (473)

STATUS DETAILS
Under Review

Customer record of type “Person” should create contact automatically


When creating a customer that has a type of person, the expectation is that the customer co...

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2 Comments

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2 Comments

Category: Sales and marketing (219)

STATUS DETAILS
Under Review

Cost recognition in proportion to project revenue


Cost does not seem to be recognized proportionately over a period of time similar to revenue recognition incase of Fixed Price type project using Straight Line Cost Template.

Cost gets recognized immediately instead of being getting staggered over period of time similar to Revenue recog...

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Category: Project management (473)

STATUS DETAILS
Under Review

Transferring project transaction attachments to the project invoice


The ability to attach notes to a project transaction and have these notes visible within the project invoice once this transaction has been included in an invoice proposal / invoice.

Repro steps:
1. Go to company USMF in Demo build
2. Go to Project Management and Accounting &...

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2 Comments

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2 Comments

Category: Project management (473)

STATUS DETAILS
Under Review

Adv. Bank Reconciliation transaction related party information displaying blank data


Hi Team,

In the operations bank transactions factbox we need to see the related party information for a transaction.

The party information displays the Vendor, vendor ID, vendor name only when the status is "Paid" which can be done when processing the payment (Generate Payment) f...

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0 Comments

Category: Cash and bank management (146)

STATUS DETAILS
Under Review

Ledger Settlement to include the ability to handle foreign currency variances


We need the ability to use the ledger settlement functionality to settle transactions that can handle foreign currency variances.

Kind regards, Samantha (samans)

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2 Comments

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2 Comments

Category: General Ledger (279)

STATUS DETAILS
Declined

Vendor Name not shown within excel for an AP payment journal


Vendor Name not shown within excel for payment journal. Can this be added so that users can have an easy way of seeing the Vendor Name in the grid itself?

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0 Comments

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0 Comments

Category: Accounts Payable (248)

STATUS DETAILS
Under Review

Duplicate Vendor Invoice Number Posting


KB 4021673 was released  to enable users to reuse an invoice ID after the original invoice was reversed.

 

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1 Comments

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1 Comments

Category: Accounts Payable (248)

STATUS DETAILS
New

Language EN-AU should display Vendor (AP) – 'Payment Journal' and not 'Receipt Journal'


This has been the label for a number of years however based on feedback there are  customers/partners that would like to see this changed from Receipt Journal to the standard label of Payment Journal.

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0 Comments

Category: Accounts Payable (248)

STATUS DETAILS
New

The project expense forecast general ledger preview displays the incorrect account based on the project group/line property/category settings that are linked to the forecast.


The project expense forecast general ledger preview displays the incorrect account based on the project group/line property/category settings that are linked to the forecast.

We understand that the current design is for the forecast shows the detail of where the amount will be post...

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1 Comments

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1 Comments

Category: Project management (473)

STATUS DETAILS
Under Review