Edmunds Community Forum

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  1. 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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  2. 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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  3. MWBE-HUB Vendors

    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.

    2 votes
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  4. 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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  5. Status change

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

    8 votes
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  6. purchase order quick entry

    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.

    4 votes
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  7. Either invert the PO listing when search for PO to duplicate or provide search options.

    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).

    1 vote
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  8. 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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  9. Option to exclude zero balances in G/L Trial Balance.

    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.

    3 votes
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  10. Need more space for GL Batch Entry description.

    Need more space for GL Batch entry description.

    9 votes
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  11. Ability to Change Contract Id

    Ability to Change Contract Id

    It would be useful to set up a special routine to change the contract Id in the event a contract number was entered wrong, but had activity such as amounts allocated, POs issued and/or received and paid already posted to it. We've had situations in which a user entered a contract number incorrectly which wasn't discovered until later and there is nothing we can do to fix it now since there are requisitions, POs and payments now made against the contract. We have a change feature for vendors and employees and it makes sense to…

    3 votes
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  12. Allow monthly bills that are paid in advance to use the next month’s receipt date so the expense goes into the correct month without going t

    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.

    2 votes
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  13. Block a req that only effects the sub from being turned into a PO if there are insufficient funds. Currently a message is printed a report.

    Block a requisition that only effects the sub accounts from being turned into a PO if there are insufficient funds. Currently a message is printed at the top of PO generation listing, and a warning message is displayed at the bottom of this listing.

    1 vote
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  14. When using the contract module, the attachments should carry over to the Purchase order tied to that contract.

    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.

    2 votes
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    1 comment  ·  Finance  ·  Admin →

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  15. Export Super Condensed Check Register to Excel

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

    10 votes
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  16. Spell Check

    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.

    40 votes
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  17. JE'S DESCRIPTIONS & ATTACHMENTS

    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.

    39 votes
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    3 comments  ·  Finance  ·  Admin →

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  18. The ability to do a PO/transaction inquiry by amount

    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.

    6 votes
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  19. The ability to print a super-condensed check register to Excel.

    The "Print to Excel" feature is only available for "condensed" report format.

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

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

    21 votes
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