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. Warning of duplicate invoices

    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

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  2. Fixed Assets Custom Report

    Ability to create a custom report from Fixed Asset fields much like a custom report for other finance modules, payroll, expenditures, etc. The custom report should be capable to be exported.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →
  3. 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.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  4. Add the ability to run GL, revenue or expenditure reports by account segment.

    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.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  5. 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.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  6. Print Extra Payment Details on blank paper instead of voiding check stock

    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.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  7. Allow Statement of Revenues & Expenditures to be run by either class id

    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

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  8. Requisition Sort Order

    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.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  9. 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.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  10. Add a Detail transactions report that provides the actual balance of the account (not the Budget Balance) at a glance.

    Please add a DETAIL transactions report that includes the actual GL/TB balance of a single account at a glance without having to add numbers together. Not looking for the budget balance here...the actual general ledger/trial balance balance of the account. Currently..for example...on expenditures, we either have to add expenditures to Purchase Orders Received or subtract the original budget from the budget balance to obtain the actual balance from the detail reports. This is needed for all types of accounts, GL, Revenue and Expenditure.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  11. 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.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  12. Add filter options for printing reports

    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.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  13. Revenue Class ID Totals

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

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  14. Status change

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

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  15. Print Check Verification Listing when processing PO Quick Entry

    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.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  16. 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.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  17. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Finance  ·  Admin →
  18. Add the option to exclude zero balance line items from the budget prep and worksheet

    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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  19. Add the Ability to roll all budget entries at one time by level and add a revenue over expenditure net total to the worksheet.

    Ability to roll all entries in a budget level such as requested to the next level, recommended. Then we only have to touch the accounts that have changed instead of having to touch every account.
    Also..PLEASE add a total line to the budget worksheet that will calculate the difference between revenues and expenditures.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
  20. Tracking ID's - Should not be able to expense once they are inactive

    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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Finance  ·  Admin →
← Previous 1 3 4 5 6 7
  • Don't see your idea?

Feedback and Knowledge Base