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Votes
1
CM secuirty -
When you setup Security fro CM Bank accounts - even if you are not part of the security group assigned to Bank Account you can write checks on that account. only ...by: Bill K. | 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
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
1
General Ledger, being able to print multiple trial balances at one ...
We have many sub entities and every month we need to print trial balances for each entity. You have to go to report and then highlight the entity prefix each time you ...by: Maria 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
Warning or alarm when the Account Balance go under a certain limit
We would like to see a warning or alarm pop up when an account balance go under a certain preset limit in Cash Management.by: Aracelis 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
2
Billing calendar view.
It would be nice if the calendar view when you are entering billings would allow you to see the current date with a few weeks before and a few weeks after instead of only ...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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Votes
7
A/R Adjustments Accounting Date doesn't hold the date I enter.
When I try to do an adjustment using the A/R Adjustment option it requires me to enter an accounting date, but the date the system uses is the transaction date, not the ...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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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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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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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
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
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 about 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
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
9
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
1
Please add the date to the invoice entry stamps (which just show a ...
On the invoice approval page it shows Rec'd, Entered, Approved, Reviewed & Posted with a Time Stamp. It would be helpful to see the date also.by: Cori K. | 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
In General Ledger, add ability to move transactions from history back ...
Need the ability to move transactions from History back to Current to easily undo moving errors. Had the situation where in normal workflow entries are moved from ...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
2
Revenue adjustments for WIP through JC
The ability to create revenue adjustments for month end WIP entries through JC. This could easily be done through DC by adding a new transaction type for revenue or WIP ...by: Christine Y. | 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
credit card feature - the assigned bank ID is lost after reconciling ...
if AP is assigning the bank ID at time of entry, when the charge ticket is reconciled to the credit card, the path for bank ID is lost. This makes this function useless ...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
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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