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Votes
5
When entering an invoice against a PO/Commitment I need to be able to ...
In AP when entering an invoice against a Commitment, there is a window that pops up to allow you to pick the line item of the PO/Subcontract. This window is missing ...by: Marilyn 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
5
Search for AP invoices by description and/or notes
It would be helpful to be able to search for AP invoices by description or notes when the vendor name is unknown.by: Angelica 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
5
Be able to run a vendor history as a general report option
This should be a report under the payables function to be able to run a detail vendor historyby: Susan 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
AP capture of check number for GL Reference 2
Manual, Quick Checks and EFT should send the check number to GL as Reference 2 regardless of the accounting method. Right now it will only send if the method is Cash. ...by: Jeannette E. | 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
Outstanding Check list
It would be great to be able to run an outstanding check list in Cash Management for a specific period. For example it is September now but I would like to see all ...by: Haley 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
5
In Cash Management, when splitting the GL Distribution, show the ...
In CM, when we enter a withdrawal and "Split" the Debit to multiple GL accounts, please show the GL Account description next to the GL Account number. Seeing the ...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
For Contract setup, allow us to press a button and have all of the ...
Many times our cost codes match the contract items. Let us press a button to copy all of the cost code ids & cost code descriptions into our contract items and contract ...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
add security feature to allow update vendor insurance from compliance ...
It would be nice to have some way for a user to update vendor insurance without having rights to setup a vendor. Enhance security to allow users to update vendor ...by: John 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
Subcontractor Compliance Management - Write the "Draw" number from the ...
It would help out tremendously for clients who generate lien waivers based on the Compliance Setting of "Create partial lien waivers at: Invoice payment selection". ...by: Jeremy 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
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
5
Allow the wheel on my mouse to roll through the transaction list in ...
We have several humdred transactions in multiple bank accounts and it would be nice to wheel thru the listings instead of hitting the up and down buttons. Steveby: Steve 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
5
Allow us to set up a Contract for a job that was originally set as a ...
We would like the system to track "Quick Bill" totals and "Contract Totals". Let us issue Contracts for jobs in progress that already have Qucik Bills issues and paid.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
Let us use Job Central to set up Cost-Based Contracts.
In Job Central, on the "Billing" tab, under "Type of Contract", add an option for "Cost Based". Then prompt for the information required on Cost Based Invoices - Rate ...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
Apply customer payment with no sales invoice in account receivable
I would like to be able to enter a cash receipt customer payment in account receivable without having to first enter a sales invoice. It should create a billing and cash ...by: Edward 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
5
When creating a QuickBill Invoice, let us skip the Customer and enter ...
Each of our jobs have the AR Customer entered in Job setup. In Billing, when we create a QuickBill invoice, we would like to enter the job and have the assocaiated ...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
Need easier way to identify out of compliance items in Select Invoices ...
Currently in AP Select Invoices to Pay when a blue C is displayed, in order to see what is out of compliance, you have to click the Compliance Management button. But 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
5
customer name lookup in quickbill task
When entering quick bills, only the customer id shows. Please allow a best fit for the customer name as well.by: Jennifer 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
4
Unapply accounts payable payments
Provide ability to unapply payments in AP in the same manner that we do in ARby: Donald 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
4
In CM, allow access per bank account for Edit Register, Reconcile, ...
Knowledgebase topic 37105 explains that in CM, "record level security" does not work as one would expect. Once we give an employee access to the Edit Register, Reconcile, ...by: Jules C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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