Collection Status in Payment Proposal
Bring in the Collection Status from the Aged Balances/Credit & Collection Module into the AR Payment Proposal. Would also be useful if when generating a Payment Proposal that you could filter on the Collection Status.
Group Report Export to Excel
In 2012 we used to be able to generate group reports and view them within the browser with the nice box view (you could click on the box and drill into that report). The Group reports also allowed you to generate multiple reports to excel. Would be good to have this function back. Most compani...
Invoice & Tax Total on Pending Invoice Header
It would be nice to have the Vendor Invoice Total (maybe also VAT total) on the Vendor Header with some validations. The idea would be that Pending Invoices that are migrated in (especially from an OCR solution) have the Invoice Total at the minimum (also the VAT total is quite common). Whilst...
Pending Invoice (Invoice Journal) and Free Text Invoice Workflow Validation
When a user submits a Free Text Invoice (through AR) or a Pending Invoice Journal (through AP) it should validate the Account & Dimension Combinations prior to submitting. If the combinations don't validate the user should not be able to submit. This behaviour exists for Purchase Orders and Em...
Invoice Approval Mobile Workspace
Workflow History or at least the Latest Comment should be visible when approving an invoice through the Mobile Workspace
Expense Mobile Workspace - Quick Entry Expense
Allow users to enter the Project on the Quick Entry - Capture an Expense Option. Users when travelling may work on multiple projects and as such trying to remember the project detail at the end of the period when entering a report can lead to errors. If the Project FIeld was available in the Qu...
Reverse Transactions to a Period
The Reverse Transaction Tickbox allows a user to select a date to reverse to. A lot of our clients work off periods - especially in Retail where they don't use Calendar Months. It would be lovely to have a parameter or control somewhere that could allow users to choose if they reverse Journals...