Edmunds Community Forum

Welcome to “The Voice”. While you are in this zone please VOTE, COMMENT, or post a NEW IDEA. Good comments will show support for/against an idea. You may also use comments to enhance an existing idea.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Fixed Assets - Vendor name

    Please transfer the vendor name from the Purchase Order to the Fixed Asset Maintenance screen. Would make it much easy to research if you knew where the item was purchased from.

    27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Remove recurring batches from the EOY routine.

    Because our cash window could not process payments on July 1, we had to run the preliminary EOY routine. Because of this I cannot run any of my recurring closing entries in the prior year. There is no difference between a standard entry and a recurring entry. I now have to re-key each of my end of month entries, which totally defeats the reason to have recurring entries

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Option to print "ALL" documents related to a PO (Attachments)

    The ability to print a purchase order and all items related to it with a single button or selection box. This would include the Purchase Order and all attachments etc...
    This option would allow PO's to be sent toa printer or printer emulators such as Adobe PDF for quick review or a document imaging printer emulator such as LaserFiche Snapshot, allowing for a complete file print at once into storage of a State Certified Repository such as LaserFiche.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. AP VENDOR NAME-ALLOW TO SEARCH ON ANY WORD IN THE NAME NOT JUST FIRST WORD

    In AP Vendor Maintenance-have the ability to search on any word in the vendor name not just the first word. If a check is made out to Treasurer ..... and you do not remember it was Treasurer but know another word in the vendor name it will not find it. Please make the ability to search any word in the AP Vendor Maintenance name field PLEASE>>>>>

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Cash Receipts Report - Totals Page Seperate by Cash/Check/Credit/Virtual Terminal

    In the Payments Cash Receipts Report we would like the ability to run a report that groups all daily transactions and has separate columns for Cash, Check, Credit and Virtual Terminal by Payment Code and/or Batch IDs. Similar to the Payment Batch Summary Report.

    Right now it separates out by Payment Codes but puts "Total Payments" (Cash, Check, Credit, VT) at the bottom of the page. See example attached of what we think would be a great report enhancement.

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Allow me to duplicate journal entries like I can duplicate purchase orders

    If I have a huge journal entry that needs to be reversed or repeated and it is not a recurring journal entry, please allow me to duplicate the journal entry. It should not be difficult to program this because we already have the ability to pull up a journal entry by reference number. I imagine that if we have a reference number, we should be able to duplicate the journal entry to use again. This would save the user some time. Please seriously consider this idea.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. escrow

    Add project to the requisition module.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Ability to link a Budget Batch Transaction to a PO

    Ability to pay a Purchase Order through the budget batch so the manual check batch option does not need to be used, and also to adjust paid PO line items.

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Ability to mark a Vendor not to print a label but remain active

    We have vendors that have been entered into the system that do not require sending us W-9s. Example: Property Tax Refund recipients. I have to make these vendors inactive in order not to print a label for a mass mailing.

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. More flexibility creating vendor report.

    Able to customize and sort when creating a vendor activity report or listing. You don't always need all the data provided and to be able to chose the fields and sort would be helpful. Similar to employee custom listing.

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Report the depreciation calculation in an Excel format. This expedites the JV process and reporting in the CAFR.

    The depreciation report provides detail of each asset. This report should be available in Excel, then sorted by asset for the jv entry to post in the general ledger. Also the Excel format provides the depreciation by function required in the CAFR.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    under review  ·  Edmunds GovTech responded

    We plan to make changes to Fixed Asset reporting this year. The depreciation report itself may not go to excel, but we are reviewing including the Accum and Current Depreciation on the Fixed Asset Listing.

  • Don't see your idea?

Feedback and Knowledge Base