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Votes
1
Commitment Line item detail should pull through to AP line item ...
When a Commitment is used in AP and a line item from that commitment is selected the description from the Commitment should default in the AP description box for that ...by: Bailey L. | 13 days ago | Last activity 13 days ago | Status changed 13 days ago | 1 Financial Management
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Votes
84
Allow us to make a Cash Management Bank Account Inactive
After we change banks, we need to be able to make the old bank accouts inactiveby: Mary Kay C. | over a year ago | Last activity 19 days ago | Status changed over a year ago | 1 Financial Management
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Votes
20
import cash management transactions
We would like the to be able to import cash management transactions.by: Kathy L. | over a year ago | Last activity 27 days ago | Status changed over a year ago | 1 Financial Management
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Votes
13
Reverse GL Entry Button
For GL entries that were posted by mistake, or in duplicate, it would be helpful to have a button to automatically create the reversing entry to back this out rather than ...by: Donald B. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
12
J/E descriptions too short. Increase characters to at lease 30
J/E descriptions too short. Increase characters to at lease 30.by: Shirley D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
62
Vendor Name in Cash Mangament Check Register When Posting EFT Payment
When entering an EFT Payment in Accounts Payable, we have to enter it in the Manual Check/Quick Check option- which also includes posting an EFT Payment. First of all, ...by: Shelley D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
10
Is it possible to import Excel entries into the Record Payments by ...
I create & have PM's complete Expense Reports for their credit card purchases which include the Job #, Cost Code, Category or GL account. It would save so much time if I ...by: Cori K. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
When entering GL Budgets, let me copy and paste rows from excel
We can currently copy and paste the contents of one cell, but it would be wonderful to be able to copy & paste in entire budget rows or a range of cells.by: Michelle T. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
33
Allow credit invoices to be included in Lien Waivers
Since Subcontractor Compliance was added, credit invoices are no longer included with the lien waivers. Need to choose when or which credit invoices should be included ...by: April D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
7
Compliance Issue with Subcontractor's Lien Waivers
When a subcontractor has more than one application for payment in the system to be paid and is missing a lien waiver for one app but not the other one, the app with the ...by: Sarah V. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Allow non-numeric characters in Check # fields for non-check bank ...
It is easier to separate non-check debits when doing your bank reconciliation if you can use letters in the Check # field (which for a non-check bank debit is a ...by: Joan D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
5
AP EFT payment type CM
When entering an EFT Payment type: - the vendor name does not populate the Description field in CM - the EFT description field should be the same length as the Vendor ...by: Barbara T. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
1
add a tool to recalculate vendor totals similar to the Recalculate ...
Please add tool to recalculate vendor totals similar to the Recalculate 1099 Totals tool. Currently, if you do not close the year in AP on December 31st, any transactions ...by: sharon w. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | 1 Financial Management
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Votes
10
Restrict user access to specific Bank Accounts
In Record level security under CM Bank Account tab that list Bank accounts and Security ID level. Currently is available for reporting purposes, would like to see it ...by: Suzan P. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 1 Financial Management
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Votes
2
hard stop when accounting date is a closed month
don't let user make entries in modules in closed months.by: Michael M. | 10 months ago | Last activity 8 months ago | Status changed 10 months ago | 1 Financial Management
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Votes
5
$0 Zero Dollar AR deposit to offset + and - invoices
Allow $0 Zero Dollar AR deposit to offset + and - invoices. This is much more accurate accounting than your "work around" for clearing offsetting items for which there ...by: Erin A. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 1 Financial Management
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Votes
1
allow joint checks received to be applied to AR customer/job and AP ...
allow joint checks received to be applied to AR customer/job and AP vendor/invoice at the same time. this is much more efficient for your users than the "work around". ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
make entries in cm post to banking vendor in AP
If we're making and entry in CM, whether it be interest Exp or Inc or Edit Register, we should be able for it to properly post to the AP Vendor table so that table has ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Making Payables ACH payment entries to Cash Management the same as ...
Making the AP entries the same as the PY entries would make reconciling the bank statement a breeze. As it is now, you have to go back to each set of Payables ACH ...by: Kim P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Renumbering
Create a renumbering that users can apply. For instance the balance sheet GL #'s were all setup incorrectly. Our liability accounts are in the 3000 range, would like to ...by: Shirley D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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