When printing this report to screen it allows subtotals by Class, Function, &/or Department but when printing to excel those options go away.?? Really??
Please allow the same options on this and actually ALL reports when printing to excel as allowed when printing to screen.

If a check has more detail than there is space on the check stub, a separate piece of check stock is voided and the number of checks put into the printer is not enough to complete the run.

It would be helpful if instead of wasting check stock, extra lines of detail would print on plain paper after the checks are printed.

OR

If the system could tell us how many pieces of check stock are needed for a run as well as the number of checks to be printed.

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

Create a PDF and email button in print to screen view to automatically create a PDF and opens email program to send report. This would be more efficient when wanting to share reports than to select print, changing the printer selection to PDF, creating the PDF and then having to select to email.

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.

When processing A/P, there should be a warning or pop up whenever there is a duplicate invoice number regardless if the invoice number is entered under a different purchase order containing the same vendor

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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