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  1. Custom Expenditure Reports

    Allow Excel Format to be able to use Print Control Totals such as by Fund, Print Subtotals for Departments and Print Page Break After Department. Have the ability to check or not check these functions when using Excel Format. When using the Landscape function it is allowed.

    6 votes
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  2. Vendor aggregate

    have all departments view the vendor aggregate. Right now departments can only see what they spent with a vendor. It would be helpful for departments to know if a vendor is approaching a threshold.

    2 votes
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  3. Add the ability to run GL, revenue or expenditure reports by account segment.

    This is currently available through your account grouping option. But this is very time consuming and leaves too much room for error. We need the ability to capture the County Wide total for single GL segments such as: cash, accounts payable, overtime expense, insurance expense, pension expense, etc. I've attached a sample from our old system.

    12 votes
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  4. Allow transaction reports to total by GL (or budget or expenditure) account number when printing to excel.

    As far as I can tell your system basically does not have a Detailed General Ledger Report that we can print that includes account totals in excel format. When choosing excel it only prints the transactions...no account totals. The totals do print when we print to screen but we can't use the pdf format to send to the auditors. It has to be in excel or notepad format. Please make the reports available in excel in the SAME formats as print to screen. We don't have time to sort and total 30,000+ lines of transactions by Account number.

    4 votes
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  5. Auto fill start and end dates based on Year to Print selection

    When printing reports for finance, revenues, expenditures, it would be nice if the Start and End Dates automatically changed based on Year to Print selection made.
    If you select prior year, the start and end dates should automatically change to the first date of the prior year and end date of the prior year period.

    8 votes
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  6. Add money to PO by requisition

    It would be useful to be able to add additional money to a PO by using another requisition. If the shipping cost was not known at the time of the requisition and the invoice arrives for more than the PO. It would be nice to add this cost to the same PO# instead of voiding the PO and getting a new Req & PO in order to process the invoice. It could be an option in the PO type dropdown list. We use the process of PO generation acts as our pre-audit requirements in NC.

    9 votes
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  7. The ability to choose the GL Account type in the Fixed Asset Maintenance

    Request to add the GL account number type to the Fixed Asset Maintenance screen as a purchase account type.

    1 vote
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  8. Add the Ability to Search for a Fixed Asset by last four digits of a serial number.

    Adding the ability to search for a fixed asset by a portion of the serial number would be a big help as a large percentage of fixed assets have similar descriptions but unique serial numbers.

    8 votes
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  9. BILL GROUP PAYMENT BATCH

    We would LOVE to have the Bill Group ID option identify the account sub ID number to individually choose the accounts needed in that Bill Group ID, then not all accounts beginning with the same account ID are included. We use the PID associated with a specific apartment complex parcel as our account ID with a unique sub ID for owner and tenants, so when adding a Bill Group ID it adds the Bill Group ID to ALL accounts beginning with that account ID totally disregarding the account sub ID. We have apartment complexes with hundreds of utility accounts in…

    3 votes
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  10. Insurance/COI Storage

    A place to store Insurance for vendors and contractors. Be able to run a report based on insurance and the insurance expiration date from vendors or contracts. We would like to run a form letter to email or mail to the vendor about getting a certificate of Insurance to the agency.

    12 votes
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    2 comments  ·  Finance  ·  Admin →

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  11. Add the option to exclude zero balance line items from the budget prep and worksheet

    Create an option (check mark box) to exclude zero balances from the budget preparation and budget worksheets. This will shorten the report, and make it much easier to review. It will also help prevent data entry as we try to navigate through all the zero accounts.

    5 votes
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  12. Allow Statement of Revenues & Expenditures to be run by either class id

    If the statement of Revenue and Expenditures (Finance>Statement of Revenue and Expenditures) could be Run with an Order by FFund/Class ID 2 it would be much more helpful in preparing government wide financial statements for the CAFR

    3 votes
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  13. Requisition Sort Order

    Currently, in the Requisition Module, the numbering of requisitions only allows for 10 years before having to purge information and re-start numbering R0 - R9. It searches by req# numerically R0 - R9, so if you need to start over from R9 to R0, you have to search thru years R1-R8 to get back the R9 (prior year).
    Please add sort by date or add another digit req# prefix, R09, R10, R11, R12, R13, thru to R99. This is frustrating and time-consuming.

    2 votes
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  14. Make the Requisition a quick link from the Purchase Order maintenance screen.

    Once you have converted a requisition into a purchase order - make the Req. No: a quick link to open the requisition detail from the purchase order maintenance.

    7 votes
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  15. Status change

    When voiding a check, please have the status go to Open instead of Received.

    8 votes
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  16. Add filter options for printing reports

    When printing reports such as expenditure or revenue transaction reports, more filter options would be helpful, such as by dept, by CAFR, etc., so you can limit your report to specific needs.

    5 votes
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  17. Revenue Class ID Totals

    The Custom Revenue Report should have an option for Class ID Totals Only under Report Type like the Custom Expenditure Report

    5 votes
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  18. Print Check Verification Listing when processing PO Quick Entry

    Provide a print button on check verification report listing when processing PO Quick Entry. This report is visible on screen only for this process. A button to print the document would be helpful.

    3 votes
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  19. Fixed Asset Report

    Fixed Assets- The Fixed Asset Listing by Class Report Should include the Annual Depreciation Amount for the current year under the Annual Depreciation Column and should not include amounts for fully depreciated assets.

    4 votes
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  20. I would like to be able to omit cash accounts that have been closed from the trial balance.

    I would like to be able to omit closed cash accounts from the trial balance as well as financial statements. To present an easy to read organized balance sheet I have to import to excel and clean it up manually.

    4 votes
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