Edmunds Community Forum

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  1. Contract PO's

    Ability to link a contract to a requisition so that when a PO is created it gets deducted from the available contract balance OR at least be able to change the PO to a contract PO.

    14 votes
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  2. BANK RECONCILIATION 4.2

    Implement a search button/field, whereby a user can find a transaction by $ amount, check #, payee, deposit amount etc. for easy find as opposed to scrolling up and down each deposit or disbursement window.

    2 votes
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  3. First Enc Date

    The First Enc Date in the Purchase Order Line Item Maintenance would work better if it were left blank but remained a item that was required. Because this field defaults to the current date, many times the default is in a PO when it should be a date from a prior month. By making this change the person entering the PO would have to think about this field and it would prevent having to delete or correct the line items due to the defaulted date.

    33 votes
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  4. Purchase card ability added to requisitions

    Purchase card ability added to requisitions

    4 votes
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  5. Finance-Cash Receipts Report-Excel

    Finance-Cash Receipts Report - The user entered description is presented on the report when printed to the screen but when printed to Excel the description is not available. Please make the description available in Excel.

    5 votes
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  6. Cash Receipts Transaction Inquiry

    It would be very helpful to be able to search past revenue postings by amount.

    8 votes
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  7. Add an option to Email and Print POs when creating from Requisitions

    Currently if there is an email on the vendor maintenance (and the box to email PO is checked), the PO is emailed to the vendor and we have to manually print the POs one by one from the PO Maintenance screen. We should be able to print the POs (since we need the Finance copy printed for our files) as well as email them to vendor automatic when creating POs from requisitions.

    4 votes
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  8. Please add ability to turn off automatic notifications in MCSJ - 4.2

    Hopefully this could be done under system administration and be user-specific (not global)

    1 vote
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  9. Purchase Type

    Have "Purchase Type" selection @ Contract & Requisition level & have all subsequent POs default to this selection. Also add "Cooperative" as a selection option.

    2 votes
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  10. In the Developer's Maintenance Contact information, add a field for emails

    When trying to contact Developers, Edmunds only has phone or fax numbers. It should be updated to include email addresses as so much is done electronically now.

    0 votes
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  11. Ability to assign expense account to a Vendor

    If a particular vendor can be assigned an expenditure account it would ensure consistency in A/P coding. For example, we have a vendor whose expenditure code will ALWAYS be 100-xxxx-xx-xxxx. If the A/P clerk already had the code assigned to the vendor there would be no mistake as to where a P.O. should be expensed.

    5 votes
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  12. Budget Prep Workheet need to calculate percentage change when using Detail worksheets.

    The Budget Prep worksheet needs to calculate the percentage change when using the Detail worksheets. Currently the percentage is only shown (calculated) if you key the requested amount, admin recommended amount and adopted budget amount.

    11 votes
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  13. Ability to print from req auto approval screen

    Per Wood Ridge Borough- Want ability to print requisition from auto approval screen.

    1 vote
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  14. Print a Batch of PO's by Vendor or Dept.

    Currently PO's when printed can only be printed in the PO sequence order. This is great for when you are printing a copy just to file away or something to that affect. Unfortunately there are other times where you may need to sort the PO's by department or vendor and if you could print by these options it would save time and valuable resources for a department. This should be a simple fix as it's in essence a sort option.

    33 votes
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  15. 18 votes
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  16. Tracking Id Reports to have Check #'s

    Tracking Reports to have check #’s. Right now we have to manually look them up for every line Paid and write them down ourselves. Also to be able to run these reports in Excel

    17 votes
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  17. Override quote/bid thresholds if state contract/co-op field is filled

    If using quote or bid thresholds, requisitions must have 2 quotes entered on Page 2 on Requisition Maintenance screen before 1st approval is allowed, regardless if a state contract or a co-op is utilized. But this defeats the reason for utilizing a state contract or co-op! If the St. Contract No. field has a value entered, it should override the requirement for 2 quotes. This frustrates first approvers who should be able to approve state contract or co-op pricing. I also think those who enter requisitions should be the ones to overcome the quote threshold, not first approvers.

    5 votes
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    1 comment  ·  Finance  ·  Admin →

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  18. Include other fields in Check Batch Verification

    Add the Invoice number and the Receive date for transactions to the report as it would allow supervisors, managers, whomever is approving data for checks to follow in more detail what is occurring.

    3 votes
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  19. Give us the option of marking perpetual accounts as Active or Inactive, allowing us to separate them for reporting purposes

    In the escrow module, we can mark a project as inactive, once it is complete. Provide the same option for the Perpetual Accounts, so that we can mark the closed ones as Inactive, and focus on the active ones for reporting purposes. We should then be able to archive the inactive ones and significantly reduce the amount of file space for the active reporting module.

    14 votes
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  20. Add a status field on tracking ID's

    Please add a status button (active or inactive) on tracking ID's. When a vehicle is sold or a project is over, it would be nice the inactivate what is seen in the tracking ID listing on screen. The tracking ability would not be erased. The screen report would display only the active Id's unless the show/hide inactive button is pressed.

    4 votes
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    1 comment  ·  Finance  ·  Admin →

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