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Planned
111
General Ledger - ability to close or inactivate a GL account
We would like an enhancement to the General Ledger account setup that allows us to Close or Inactivate a GL Account. This would prevent entries from posting to an ...
by: Michael K. | over a year ago | Last activity 19 days ago | Status changed over a year ago | 1 Financial Management
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Votes
90
Do not allow AP checks or payments to closed periods
AP Print Checks, Record Manual, Quick Checks, EFT Payments, and Record Payments by Credit Card are allowing check dates and payment dates for closed period. It should not ...
by: April D. | over a year ago | Last activity 5 months ago | Status changed over a year ago | 1 Financial Management
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Votes
72
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 inactive
by: Mary Kay C. | over a year ago | Last activity 5 months ago | Status changed over a year ago | 1 Financial Management
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Votes
59
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 about a year ago | Status changed over a year ago | 1 Financial Management
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Votes
57
Foreign Exchange
Unlike a number of other accounting softwares, there is no functionality to handle foreign exchange which would be a great feature to have. While the initial transaction ...
by: Zach P. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
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Votes
44
Display the invoice date in Select Invoices to Pay and have an option ...
Need the Invoice Date displayed in Select Invoices to Pay (SITP) in Accounts Payabale. Also need an option to sort the invoices by Invoice Date in the SITP window. This ...
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
37
Make it impossible to post to a closed GL period from any module and ...
Make it impossible to post to a closed GL period from any module and mandatory and easy to change the date in the original entry. Perhaps a status that allows closing ...
by: Erin A. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
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Votes
37
Credit Card Payments
We need to be able to select these in the same manor you select multiple vendors for payment with checks and generate a document to send to the vendor of the payments ...
by: Dinah W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
36
Put in a WARNING message if an invoice gets logged in with an ...
Put in a warning message if an invoice gets logged in with an accounting date that is more than 6 months ahead of the current month in GL. With the current system, not ...
by: Dan S. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
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Votes
33
AP ACH File, "CCD" option
When generating the ACH payment file in AP the file itself defaults to "PPD" within the file. The banks that we use require us to change the "PPD" to "CCD" due to us ...
by: Billy S. | over a year ago | Last activity 5 months 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 6 months ago | Status changed over a year ago | 1 Financial Management
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Votes
27
Credit Card Management: Import transactions direct from CC company
I use Quicken at home for personal use, and with that, I enter my receipts as they occur, and then once a month can download my activity direct from the credit card ...
by: Siri 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
26
quick bill - need for using crystal as a defaul type of report for ...
I have many customers using Quick bill that complain about the lack of up to date looks of the quick bill. it would be so much nicer to be able to use a crystal report ...
by: chris 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
23
When printing Financial Statements allow for selection by Month End ...
When printing historical Financial Satements it is much more logical to simply type or select the month and year you need to report on rather than "rolling back" a ...
by: Mary M. | over a year ago | Last activity 4 months ago | Status changed over a year ago | 1 Financial Management
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Votes
19
AP need Discount Days options to set as a specific day of the month or ...
Need an option with the Discount Days in AP Setup, Vendors to be able to select the discount date to be a specific day of the month or a specific day of the following ...
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
18
Financial Statements - Allow Return to "Select Prefix Group" screen ...
I often have to run FS's for 15 different prefix groups all for the same period of time. As it is right now I have to get back in each time and select the same report ...
by: Lisa H. | over a year ago | Last activity 4 months ago | Status changed over a year ago | 1 Financial Management
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Votes
17
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 over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
16
Need to be able to partial pay retainage invoices only using Select ...
In Select Invoices to Pay when trying to partial pay an invoice that is retainage only, it wants to hold back retainage so we're not able to partially pay it. Have to ...
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
16
We need an address field for 1099 information on the Vendor Record. ...
The 1099 tab needs additional fields. I receive many W-9's with a different address than the remit to address.
by: Gemma F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
16
$0 and negative Accounts Receivable payment applications.
I wish that the Accounts Receivable module would allow negative and zero dollar payments. There are plenty of times when a company will pay us and we apply the payment, ...
by: Jennifer D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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