It is my understanding that you can inactivate a tracking ID, but all this does is remove it from pick lists and reports. We experience erroneous charges against tracking ID's once they are inactivated. Would like to see an option of once a tracking ID is inactive, an error would display stating that that tracking ID is unavailable. This could be an option in the tracking ID maintenance to select if you want charges to be applied, even if is inactive.

Under Department security add the ability to add the inventory GL accounts so that we can create an approval process for inventory replenishment.

So that tracking payments by source ID functionality will not be lost, it would be beneficial to have the option to select or override the selection of source ID when entering a payment in the payment window for the Misc payment code. Since you can have the option to select the revenue account to post the payment to, then having the option to change the source ID in the payment window would be helpful too.

All security levels should be able to see the last 4 digits in the vendors TAX ID/SSN . This would assist in reducing the duplicate vendor request.

Navigating the Purchase Order Quick Entries Screen: When tabbing through fields, it needs to be more logical. The Sales Tax fields should come AFTER the Vendor is entered not before.

Description fields should be larger, it is currently very limited. Also, a great added feature to JE'S/GL Batches would be the capability to attached document related to the entry.

Spell check would be really helpful especially in the "Notes" section on requisitions in the Finance A/P module. It is very time consuming proof-reading and editing all requisitions.

IN NC, minority (MWBE) or Historically Underutilized Businesses (HUB) vendors must be registered with State Office https://ncadmin.nc.gov/businesses/hub to be considered a HUB/MWBE vendor. I would like to be able to have a checkbox added for these vendors in the vendor section and it be searchable.

When selecting to duplicate PO, listing is in numerical order and requires several pages of searching to find most recent invoice to duplicate. Inverted listing to list the most current invoices first, or add search options to find PO to duplicate (such by vendor name).

Need more space for GL Batch entry description.

Would be helpful to be able to export the Super Condensed Check Register to Excel

After a utility refund is issued I would like for the vendor ID that is created to automatically inactivate

Create an option (check mark box) to exclude zero balances in G/L Trial balance report. This would only exclude accounts that have no beginning balances, transactions during period selected, and no ending balances. This would shorten the report length and made review of report easier.

Many times my treasurer is looking for a specific amount that makes up the difference between two reports. Finding this amount would be so much easier if we could type in that amount to see if any line items/checks/PO's come up with that exact amount.

When using the contract module, the attachments should carry over to the purchase order linked to that contract. Presently, we have to attach them to purchase order as well as contract, separately.

We pay many bills that are for the next month. Example our workers comp, invoice dated 6/06/18, but the service is for July. Rent payment is due by the first of the month.

The only way to process these payment on time and get them in the correct month is to put them into prepaid and do a journal entry, creating a lot of additional work.

Add the ability to attach documents to GL Batches

When receiving a release number in a blanket order, I think it would be helpful in not only knowing how many lines have been received but also the total amount of the lines received. This way I could check my po to make sure the totals are correct.

It is difficult, without downloading large quantities of data to excel, to find a particular invoice number in PO inquiry (as an example) when the search only allows for exact match. If looking for invoice 12-345, but someone keyed 1-2345 it will NOT be returned. If we could search by 345 or contains "345" maybe we could find what we are looking for and not duplicate payments.