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Don't ask to add new account when the lookup is engaged in Account maintenace
In the majority of lookup windows, you can type in the first several characters of the ID before doing a lookup, and when you select the desired record from the lookup window, it brings you back to the maintenance window and populates with the selected record. If you take those same steps in the account maintenance window, you are asked if you want to save the record (the few characters you typed prior to going to the lookup). If the lookup is engaged after typing the characters, it should not ask if you want to save that record when you return to the window.
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Update account descriptions using Mass Modify
Add the option to update account descriptions using the segment descriptions in Cards > Financial > Mass Modify (without making any other changes to the accounts).
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Allow selection of multiple fields in SmartList "Change Column Display" window
In SmartList > Columns (Change Column Display), allow selection of multiple fields to remove and/or move columns.
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Add scrolling arrows to Account Segment Setup window
In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.
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Add column sorts to Segments lookup window
In Financial > Setup > Financial > Segment, add the ability to sort by Number or Description in the Segments window (lookup on Number).
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Read Year field when defaulting First/Last Day dates in Fiscal Periods Setup window
When creating a new year in the Fiscal Periods Setup window, the system assumes the next year when defaulting the First Day/Last Day dates. If a client is adding history after going live, they may need to add historical years. Suggested update: read the year field to decide what First Day/Last Day to default.
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Project Accounting: Add the option for a quantity in Fee Billings
When billing fees, it is often necessary to include a quantity without associating the fees with a cost transaction. Suggestion: add the option to bill (and budget) a quantity x rate for Fee Billings so the users don't have to waste lines in the Fee notes to add that information.
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Add sort option to Project Accounting Fee Entry window
Add a sort option to the Fee Entry window (Transactions > Billing > Billing Entry - Fees Expansion). It would be helpful for the user to be able to choose their sort from the follow options: Project Fees order (the order the fees were entered/appear in Cards > Project > Fees), Fee ID, or Fee name. -
Add fees on the fly in T&M billing entry
Not all GP Project Accounting users know the amount/fee that will be billed at the time the project/budget is created, and some companies do not care to budget that. For those companies, having to add the fee to the project before being able to bill that fee is just a wasted step, which in turn is wasted time. I would like to see 2 related options added to the billing setup options: 1. Add fees on the fly (i.e.: when billing, select a fee and be able to choose to add it on the fly, just like you can for cost categories) 2. Allow the fee billing amount to exceed the budgeted fee amount Both of these options exist for T&M cost category billing and it would be nice to see the consistency flow through all T&M project billing methods. -
Add the Project Number to the Fee Details window
Typically when you expand on an item to enter additional details specific to the record you're working with, the master record is indicated on the details window. This helps new end users distinguish the difference between maintenance windows and record details windows, and also allows the user to confirm the master record that they are working with. The Fee Details window for Project Maintenance is missing the master record (project number) field. (Cards > Project -Fees)
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