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  1. System generated PDF attached when cutting checks

    Each time a check is cut in the system, I would like for it to create a system generated PDF and attach it to either the vendor file or PO. This will make it easier during audit time to go back and pull copies of those checks and invoices, rather than manually pull the paper files.

    6 votes
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  2. PLEASE allow all BUDGET PROCESSING PROCEDURES TO BE DONE BY FUND

    For those of us in States that require annual budgets to be balanced by Fund...We have got to have this. PLEASE GET THIS TO THE TOP OF THE LIST. Add options for all budget preparation/entry/processing/worksheets to be accessed/run by FUND. We have to balance Budgets, revenues and expenditures, BY FUND....not by function or some other criteria. The way yal have it set up is extremely inefficient for those of us that have to work this process by FUND.

    1 vote
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  3. 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.

    2 votes
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  4. Font style for Balance Sheet to match other financial report in New 2020.3 version

    Since upgrading to the newest version 2020.3, I like the new layout and font style of the Statement of Revenues and Expenditures, but the balance sheet under the G/L Reports is the same older font style. These two reports put together doesn't look uniform. I would suggest changing the font style and size to look more like the new Statement of Revenues and Expenditures.

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  5. Fixed Asset

    There should be an additional tab (in addition to Addition and Disposition) or batch entry to adjust the Depreciation amount or net value. Entering the amount in the disposition did not adjust the net value amount.

    When the disposition information is entered by mistake, and you reverse the entry in Special MCSJ, the annual depreciation becomes 0. You have to edit and change the expected life in order to show the annual depreciation. If you do not edit, the depreciation will not be calculated. In some cases, the annual depreciation amount changes. Please make it when the last entry is…

    1 vote
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  6. Default encumbrance date/charge account based on Req/PO Prefix

    When entering a PO or Requisition line item, the system should default the encumbrance date and charge account year to the prefix year specified on the PO or Req #.

    12 votes
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  7. 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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  8. Vendors - put W-9 date on the 10-99 tab

    For A/P vendors, put the W-9 Date field on the 10-99 tab instead on the Page 2 tab.

    1 vote
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  9. 1 vote
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    planned  ·  0 comments  ·  Finance  ·  Admin →
  10. 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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  11. 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.

    15 votes
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  12. Limit the Posting Period by User

    Users sometimes post entries inadvertently to prior periods. This creates difficulties reconciling the current period. It also changes the financial records of prior months. Much time is usually spent trying to find and correct the periods. We would therefore like to restrict prior period posting, once a period is closed. Only the Accounting Manager or the CFO should have the ability to post to a prior period. Any entries that need to be made to a prior period would have to get the approval of the Accounting Manager or CFO.
    Limiting posting to prior periods would provide proper control over…

    50 votes
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    3 comments  ·  Finance  ·  Admin →
  13. 1 vote
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  14. Requisition/PO Regulated Contract Limits

    As a government agency there are dollar caps by vendors or contract to limit the amount of money that can be spent in a calendar year. Pursuant to N.J.S.A. 40A:11-3(c) and 18A:18A-3(b). All vender limits are by default $17,500; currently. This limit can be increased through a QPA process, State Contract, or a COOP. Using a State Contract or a COOP allows this limit to be increased but the limit will apply to the Contract which usually includes multiple venders. Edmunds currently does not have a way to track this process and does not require a requisition to be under…

    3 votes
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  15. Vendor Listing

    Need to create a vendor listing report for new vendors added during a specific date range.

    8 votes
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  16. Allow additional reports to export to Excel

    Allow additional reports to export to Excel such as the condensed version of "Purchase Order Status by Budget Account". Currently only the detailed version of the report exports.

    1 vote
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  17. AP PO numbers

    Would it be possible when you open AP / voucher purchase order quick entry and start entering your PO number the system will keep adding the next purchase order ID

    NOTE - we have 2 different PO numbers so it cant be set in the system but if the system would continue once you put the PO number you want to start with. that would be great

    1 vote
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  18. check numbers on the Tracking ID report

    With the CARES Act grant application being compiled, we have to gather all of the purchase orders that are filed so that we can have them accompany the application. The only problem is that the tracking ID report does not have the option of requesting the check number to be on the report. Our Township files purchase orders by check number. This makes it difficult to gather all of the documents, a lot of manual work.

    1 vote
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  19. New Report - PO Listing with Detail Unit Price and Quantity

    I was trying to print a report on gas prices paid and there is not an existing report that will show the unit price and quantity in a purchase order report format. The only way to get that information is to access each PO individually and then manually create a report. We go through the process of inputting that information, it would be nice to be able to extract it.

    2 votes
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  20. Add invoice number to check register and check payment batch verifcation listing

    Please add the invoice number to the check register and check payment batch verification listing.
    I would like to be able to pull a check register and tell a vendor the invoices paid on that check.
    Adding the invoice number to the check payment batch verification listing would be a double check for accuracy.

    2 votes
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