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  1. Add money to PO by requisition

    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.

    9 votes
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  2. Allow Statement of Revenues & Expenditures to subtotal when printing to Excel just like it does when printing to screen.

    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.

    9 votes
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  3. Indicate what Purchase Orders have been emailed on the PO listing after PO is generated from requisitions

    When the purchase orders are generated, only the purchased that have not been emailed to the vendor are printed. There should be an option to only print the PO's that have been email, since we need the first page of the PO for internal purpose. Also, the report that prints after the PO's are generated should indicate what PO's have been emailed.

    9 votes
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  4. Create Received Invoice Approval Process for routing of electronic copies of invoices instead of paper to depts

    Invoices always get "lost" by departments and delays in payment occur as a result. If Finance or receiver could scan and attach, then routing would capture approvals like requisitions do, our woes would be solved.

    8 votes
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  5. Information in Vendor Maintenance to connect to Requistion & PO Maintenance

    1. Vendor Maintenance has an option to enter State Contract Numbers but it should include an option to add an expiration date.
    2. There should also be a separate section to add a BID/RFP number and expiration date.
    3. If there could be some sort of notification when a contract is set to expire that would be great!
    4. The option of selecting the Purchase Type (Bid, State, etc) should be in Requisition Maintenance as opposed to the Purchase Order Maintenance.
    5. All information in Vendor, Requisition & PO Maintenance should be connected.
    8 votes
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  6. Raw Data Export to Excel

    Need to be able to export raw data of all Account Types in Excel to include budget fields as well as actual fields, and additional fields ie fiscal year and dept. etc.

    8 votes
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  7. Budget Export/Import - One Fund at a Time

    Please allow us to Export/Import Budget by Fund. It would be so much easier to work with one and only one fund at a time. I see we can get a "section" of expenses, but not one whole fund.

    8 votes
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  8. Allow Budget Entry/Processing/Worksheets by FUND

    PLEASE add options for all budget preparation/entry/processing/worksheets to be accessed/run by FUND. Budgets are required to be balanced using revenues and expenditures by FUND...not by function or some other criteria. Cannot understand why this option is not available. Pretty standard stuff. Would be a tremendous time saver.

    8 votes
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  9. 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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  10. 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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  11. Cash Receipts Transaction Inquiry

    It would be very helpful to be able to search past revenue postings by amount.

    8 votes
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  12. Status change

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

    8 votes
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  13. Add the Ability to Search for a Fixed Asset by last four digits of a serial number.

    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.

    8 votes
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  14. Auto fill start and end dates based on Year to Print selection

    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.

    8 votes
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  15. Add a create PDF and email button in print to screen view

    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.

    8 votes
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  16. Attachments in Requisition and PO modules

    It would be very nice if an attachment in the Requisition Module would carry over to the PO Module. It can't be viewed in PO Module - you have to pull up the Requisition to view. It takes a lot longer because we have different people approving Reqs & P.Os. Thanks!!

    7 votes
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  17. PDF of vendor checks written

    Each time a vendor check is processed in AP, I would like it to automatically create a file or attachment to the vendor detail. It would be great if there was a way to drill to it from the po/vendor detail.

    This would be helpful during audit time, when they want to see a copy of the check that was cut to the vendor. I would not have to waste a lot of time going back and pulling the actual paper copy.

    7 votes
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  18. Statement of Revenue and Expenditures vs. Budget with Prior Year Columns

    Using MCSJ 2021.1 Version I have the following improvements regarding Finance>Statement of Revenue and Expenditures Report Type: Budgeted & Actual.
    1. Although I have my print set to print portrait, the report is printing in landscape. It does not appear that the user can change this orientation.

    1. Although I chose to print the prior year data (using the dialog box titled "Prior Year Column Option") as YTD to Eoy for Prior Year the report still says "All Years as of: 7/31/2021" (the date I chose in the dialog box titled "As Of Date for YTD Totals"). It appears the numbers…

    7 votes
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  19. 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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  20. 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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