Jeffrey Newell Business Analyst - Financials

It would be nice to have a print button so once a batch is selected, the batch edit list can be printed from here instead of having to drill back to the batch window to print it.

It would be nice to have a print button so once a batch is selected, the batch edit list can be printed from here instead of having to drill back to the batch window to print it.

A client inactivated a GL account and it is still showing up on the Summary Trial Balance (Reports > Financial > Trial Balance) without the “Include Inactive Accounts” box checked in the parameters. The account does have a zero balance so unchecking the "Zero Balance/No Trx" box does exclude it but it also excludes active GL accounts that they'd like to see. Please fix it to where if the "Include Inactive Accounts" box is not checked, inactive GL accounts do not show on the report. Thanks!

Would be nice to have buyer ID field added to Transactions > Purchasing > Purchase Requisitions that will automatically fill itself in when transferring requisition to a purchase order.

Would be nice to be able to email PO requisitions to vendors like you can purchase orders.

Currently I only see where you can attach documents at the budget ID level. It would be nice to also be able to attach documents at the GL account level under the budget ID as well for deeper backup documentation.

On Cards > Financial > Budget, I'd like to see it coded to where no changes can be made on this window if budget is "Actual". Only changes for "Actual" should occur on Transactions > Financial > Budget Transactions window. If budget is marked "Preliminary" on Cards > Financial > Budget window, changes could be made on this window.

Would be nice to add a setup flag to be able to set to generate ACH file before posting payroll if desired just in case the file gets rejected by bank you'd be able to fix and resubmit file without voiding payroll payment for the issue and starting over with process.

It would be nice if this was added to Posting Setup window where you could choose to post through to GL and not show up on master posting by default to post manually.

Would be nice to have batch edit report printing capability here so you'll know what to fix quicker rather than having to go to original batch or transaction window to view report there.