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Votes
1
I was given a report in 2001 CM Cash Book Per Bank it is a GREAT ...
in design notes: "The purpose of this report is to show each cash transaction and associated details, as well as a running cash balance." In spreadsheet format.by: Dana H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
1
Diverse Spending Tracking
Provide location in vendor information to track Diverse Business Enterprise and certification information. Further provide reporting that shows spending for current ...by: Raymond V. | 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
Taxes do not calculate in Enter Quick Bill
Resolve issue with taxes not calculating in 'Enter Quick Bill' but shows up in AR correctly.by: Kristin 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
3
Entering AR Cash Receipts, we only want to see the invoices that have ...
Intercompany accounting is turned off. When entering cash receipts, we specify the bank account, and then select the invoices we are applying the check to. However ALL ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
When entering Cash Receipts in AR, let us use "Conditions" or a ...
Allow us to filter or condition to only apply the cash to invoices that meet a specific requirement. Let us filter/condition by GL prefix, Job, etc.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Prevent or warn if billing over 100% on contract based invoice
In Billing, if the billed value of a line item is greater than the scheduled value, provide a pop up warning to notify the user. There is no indication that a line is ...by: Nikki M. | 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
View and record A/P miscellaneous compliance items in Commitments
In Commitments, it allows to record Insurance requirements for a vendor & project that is reflected in the Accounts Payable Subcontractor Compliance Management screen. ...by: Nikki M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
In Accounts Payable, let us move payments by job
It would be great to be able to move payments through a cut off date for specific jobs.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
6
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 12 months ago | Status changed over a year ago | 1 Financial Management
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Votes
2
GL budget amount fields too short in entry screen
The database allows for 17 numeric characters in the GL budget amount fields. But when manually entering or importing a budget, only 11 characters are allowed. A 100 ...by: Sherry R. | 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
GL account deletion warning
A warning should be given before deleting a GL account with activity or a balance including in prior year. While running 2017 reports to compare to 2018 we found a few gl ...by: Phil B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Warn of closed periods in GL entry
Before posting journal entry should warn if there is a closed period for any of the line items. We have multiple companies that we may post to. When doing a JE for a ...by: Phil B. | 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
Need better Forecasting/WIP functionality
There needs to be a better way to forecast and look at WIP into the future. Currently it can't be broken down within the system between cost codes and time frames. ...by: Curtis M. | 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
Filter A/P select invocies to pay screen so multiple office locations ...
Provide a way for A/P entry persons at different physical office locations to scope the Select Invoice to Pay screen so they would see only their own invoices. ...by: Kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
11
We would like to have a way to hide account #'s and cost codes that ...
During our installation process, we were advised to enter several cost codes to use for training and now we can't get rid of them. Our cost code list begins with 11 cost ...by: Sheila C. | 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
Lien waiver Issue Date should be able to select it to be the check ...
The Issue Date assigned to the lien waiver is the system date. This should be the date of the check (how it used to work before Subcontractor Compliance was added). Or ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
32
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 over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
7
Subcontractor Compliance Job selection list should have options to ...
The Job selection list in the Subcontract Compliance Management window you can only select by the job description. Need the option to select by the Job number or by the ...by: April D. | 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
AP - need to be able to include invoice details with the electronic ...
We receive this information from our customers who pay electronically and are able to print the details needed for entering cash receipts in a bank report. This would ...by: Carolena T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
4
CASH MANAGEMENT REGISTER BALANCE SHOULD NEVER CHANGE ON CLOSED ...
Cash Management should not allow to void or alter any register balance in a closed accounting period. You should never have to reconcile a prior month after you have ...by: Amy C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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