Public Profile
  • Change Project and Contract Numbers

    The tools to change Customer, Vendor, Item and Payroll related ID's are phenomenal! We need the same tool for Project Accounting! It would nice to see an option for Project Number and Contract Number since they're the key fields, but if we need to prioritize or choose one, the Project Number would be the choice due to the fact that it's the key field for all data entry.

  • Add "Inactive" check box to Fee maintenance window

    You're able to make cost categories inactive - it would be great to have the same option for fees (Project Accounting > Cards > Fees), in order to maintain historical details but keep users from using fees that no longer apply.
  • Add option to require comments for worklflow actions

    Add an option when setting up new workflows to require comments - often workflows are based on executives' needs/requests and/or for compliance reasons. Being able to require comments will give the admin control for reporting and compliance needs.
  • Add option to autopost transactions with completed workflow steps

    Add an option when setting up new workflows to auto-post transactions when all required workflow steps have been met/completed. This request is becoming more common...
  • Add Name field to Site ID maintenance

    Add a "Name" field to Site ID maintenance and include in the logic for printing distribution documents (I.E.: ship to address on POs).