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Votes
5
Need ability to record ACH payments separately in Pay Vendors window
We have a vendor in which we have several ACH payments made on the same day, and show up on our bank statement separately. At the vendor information level, you can ...by: Jessica R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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Votes
12
Use tax - function
Add the use tax key back to A/P and allow for multiple expense allocations of tax Payable Invoices/Credits Lost the Use Tax Key –and now we must have a Tax District. ...by: Cary J. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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Votes
1
Accounts Payable Use Tax
When entering an invoice (4-2), if the vendor is set up with a "Tax District" in (4-4) it should automatically (default) to populate on the screen when entering and ...by: Tammy J. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Accounts Payable
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Votes
4
Allow row 1 of contact fields be made required
We need at least one name, phone #, and email to be required when entering new vendors. We set them as required but the system still allows the vendor to be saved ...by: Charlene D. | about a year ago | Last activity 11 months ago | Status changed about a year ago | Accounts Payable
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Votes
7
Set default retention for a vendor at 4-4 vendor level
I'd like the ability to assign a default retention percentage at the vendor level, so whenever an invoice is entered against a specific vendor, retention is automatically ...by: Tyson T. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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Votes
3
Use Tax vs. Tax Paid at Source
When we pay sales tax on Non-Taxable materials from Home Depot, for example, we need to track the NON-Taxable amount (tax paid at source) just the same as the Taxable ...by: Kelly J. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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Votes
1
In regards to the report 4-3-7-21 that is automatically emailed to ...
Companies do not want their customer names sent to vendors on an ACH report. Customer names are private.by: Debbie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
purchase orders to update to open status when adding items
It would be great for purchase orders to automatically change status from closed to open when you have added a line item or changed something creating an open balance, so ...by: Lori M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
A/P Due date 60DY from end of month
Example - Invoice date is 5/9/24 and my due date is 60 days from the last day of the month. SO, due date is not 30th or 60dy, it is 60dy from 5/31/24. Not sure how to ...by: Danielle D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
8
Possible Glitch-A/P reports: When entering an A/P invoice, if the ...
Possible Glitch-A/P reports: When entering an A/P invoice, if the invoice goes to more then 1 job (Allocated in Job costs), the A/P does not show up on A/P aging by job ...by: Peggy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
Show Open Credit Card Bills in A/P and Aging Reports
Currently, credit card transactions (receipts) can be entered, and the statement can be reconciled. There is no way to view outstanding credit card bills that are not yet ...by: Suzette K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
4
Close window 4-3-1 after saving
After saving Invoices to Pay in 4-3-1, revert back to either the previous screen "Invoice Selection' or the home screen. Don't just stay on that blank page that you have ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
16
View check stub
When viewing a written check in Window 1-3, it would be so nice if we could get a list of invoices paid with that check - right from that screen - without having to go ...by: Stephanie M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
4-4 screen vendor needs cutoff date and due date
Many charge accounts and credit cards need not only a discount date and the number of days until the due date, but the cutoff date as well. Example the statement cuts off ...by: Kathy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
12
Enable editing of credit card account # without having to void record ...
I discovered a credit card receipt posted to the wrong credit card subaccount. I voided the payment, then tried to void the AP Invoice when I received this message: ...by: Kelly R. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
4-7-7 ability to save without posting
There is a need to save without posting in 4-7-7 If you import 500 credit card transactions, under the current setup, you have to complete all the additional coding ...by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
10
4-3-1 Select invoices to pay-ADD A DROPDOWN FOR VENDORS!
Please add a dropdown menu to find vendors in 4-3-1 Select invoices to pay!!!by: Carol J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
A/P Invoice Program Warning - Vendor has open POs
Would like a program warning in 4-2: AP Invoices that when you are entering in an invoice to a vendor, for a particular job, that it alerts the user that there are open ...by: Mackenzie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Ability to mark costs Not Billable when entering Payable ...
It would be great to be able to mark costs as Not Billable on the screens where the costs are entered - like Payable Invoice/Credits, Credit Card Receipts, and Payroll ...by: Renee C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
save view for previous recs
We would like the ability to save the lookup window's view to be organized by account rather than by month.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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