Edmunds Community Forum

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  1. "Hold Until" status in Requisitions.

    "Hold Until" status in Requisitions. The approver could add note in the status reason. It may be vendor forms, Federal ID/SS#, bond, insurance for contractor, etc. The user would get the notification when he/she open their Edmunds. This would save time with placing telephone calls or sending emails to employees. More than likely, the purchaser is usually the employee speaking with the vendor.

    4 votes
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  2. When updating a payment batch from Tax, create in Finance a separate debit lines for Cash and Cheks in the bank ledger

    Currently all batches updated from Payment Window (Tax, Utility) interface with Finance by generating 2 lines on the bank ledger, one for Cash & Checks, the other one for Credits. This made sense when we used to deposit checks and cash with a deposit slip and they would go together to the bank. However, we are now sending checks remotely to the bank, and cash is still being sent with deposit slip. Therefore, the bank statement shows a transaction for checks (remote deposit), another one for cash (deposit), but the general ledger still shows one line for both. This makes…

    10 votes
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  3. Fixed Assets to Be able to duplicated

    Fixed Assets to Be able to be duplicated like a P.O. Can. Right now we have to input each asset individually even though there are multiple assets with the same description.

    4 votes
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  4. escrow

    Add project to the requisition module.

    17 votes
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  5. contract cert. of funds

    Your should be able to certify fund right on the contract maintenance screen when adding a contract. It seem arbitrary to go to a separate screen.

    6 votes
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  6. Notification with trying to save a vendor file without at Tax ID number. Should not be allowed to save

    You should not be allowed to save a vendor record if there is not a Tax ID number.

    8 votes
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  7. Allow the Escrow Project Status Report to be run to excel, and to be run for a range of Project Balances

    We sometimes need to overexpend projects in the Finance system to indicate when our code enforcement oficers needs to send out letters to developers for more money. There currently is no easy way to generate a report from edmunds for all over encumbered projects only. The current Project Status report cannot be run for anything other than inactive or active projects. Also, there should be something other than the PO listing in escrow that can go to excel so we can pull data from the escrow module.

    7 votes
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  8. Additional percentage columns on Budget/Revenue Preparation Worksheet

    I have a suggestion concerning the “Budget/Revenue Preparation Worksheet”. It would be great if there was a percentage column after the Requested column and after the Admin. Recmnd column. There is already one after the Budgeted column. Each should be comparing the percentage increase/decrease to the prior year, in the case of working on the 2016 budget, they would both be comparing to the 2015 Approp Actual. It would be extremely helpful to see those percentages as the budget is being developed.

    3 votes
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  9. Temporary

    Temporary Budgets for NJ Budgets, when using a percentage, should be calculated from the sum of the Adopted, Amended, and Transfers of the Reserve Year.

    3 votes
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  10. Archive inactive escrow accounts

    The escrow pick-list could have hundreds of inactive accounts. I would like to be able to archive all these accounts that we will not be using anymore, so finding existing accounts will be much easier.

    18 votes
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  11. "Hold Until" Status Bar Option

    Throughout the past month, I have thought about the need of using a “Hold Until” option in the status section of a requisition. The purpose of having this option would allow users the ability to enter requisitions at an earlier date than needed. i.e.: check is deposited today but you don’t want to start the payment process for 7 days. You could enter the requisition today and put in a “Hold Until” date or receive notification via the system when the status needs changing. For all intensive purposes, it would save time and cut a step out for the person…

    3 votes
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  12. escrow

    Would like to see the option to charge "Projects" in the Voucher Quick Entry routine. This helps with numerous invoices that need to be paid to engineers especially with numerous escrow projects

    15 votes
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  13. G/L TrialBal description

    On the G/L detailed TrialBal it would be helpful for us to see a description instead of P.O. voucher numbers.

    5 votes
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  14. Inventory Listing to Excel

    Would like to have option to export Inventory total values (including Qty on Hand, Avg Unit Cost and extended values) to excel. Currently only the inventory Gl Reconciliation Listing goes to excel.

    4 votes
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  15. project

    Would like to have a "Recurring" option within the Escrow Project batch to better distribute interest to projects.

    5 votes
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  16. Offer a PDf form for escrow project statments

    Offer a PDF form for the escrow project statments. This would allow them to be customized and would also look much better.

    6 votes
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  17. Adding summary by fund on the bottom of the Cash Receipts Batch Verification Listing

    Can a summary by fund be added to the bottom of the Cash Receipts Batch Verification Listing, Similar to how this feature was added this year to the Budget Entry Verification Listing.

    8 votes
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  18. Not having the ability to run the Budget Transaction Inquiry report using Summarize Sub Account for Report Type is a major problem.

    Not having the ability to run the Budget Transaction Inquiry report using Summarize Sub Account for Report Type is a major problem. Having this feature allows the user to review all grants and or other appropriations added to the system during a specific period without having to review each sub line. Look at the option available in The Budget Account Status Screen displayed in the attachment as compare to what you offer in the Budget Transaction Inquiry screen. It will help immensely if we can have those options in the Budget Transaction Inquiry screen.

    Thanking you in advance for your…

    33 votes
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  19. Activity Report for A/P

    For the activity report for A/P give the total of the check and PO

    5 votes
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    under review  ·  0 comments  ·  Finance  ·  Admin →

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  20. 48 votes
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    planned  ·  0 comments  ·  Finance  ·  Admin →

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