Jordan O'Neill

When posting a general journal to account type 'Project' there is no option on excel add-in or data entity to update the reporting exchange rate currency. This can be posted to when using a general journal that posts to any other account type - ledger, supplier, customer etc.

Changes to the reporting exchange rate can be made through the UI so would like it to be added to open in excel and data management to enable bulk updates rather than updating line by line which is extremely time consuming.

The ability to assign multiple workers to one position would be beneficial for scenarios where there is job sharing for a time that overlaps e.g. training and upskilling before one person leaves an organisation where both workers can be in the same position at once.

Currently only one worker can be assigned to a position and dates that workers are assigned to a position cannot overlap.

Currently you are able to post an invoice dated before the product receipt date. The system should not allow this or there should at least be a parameter to either warn or not allow posting if an invoice is dated before the product receipt.

E.g. product receipt can be posted on 01/01/2024 but the invoice can still be posted on 31/12/2023.

On the header of an intercompany journal, the description always defaults to the description of the intercompany journal in the 'Journal names' screen e.g. 'Intercompany Journal' in our scenario.

It would be really useful for us to be able to use this field to give a better description of what the intercompany journal was raised for in the new legal entity e.g. if it could take the description from the general journal header that was raised in the first legal entity to create the intercompany transaction.

Thanks