Edmunds Community Forum

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  1. 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>>>>>

    12 votes
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    1 comment  ·  Finance  ·  Admin →
  2. 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

    23 votes
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    2 comments  ·  Finance  ·  Admin →
  3. Blanket Controls for a PO should all show up at the start regardless of when they were set up.

    Currently when a blanket control account is set up for a blanket PO, it is sequential. Sometimes a PO may have over 100 lines and it is hard to locate the blanket controls. It would be a nice feature if all blanket controls, regardless of when they were set up, would automatically be at the beginning of the PO.

    8 votes
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    0 comments  ·  Finance  ·  Admin →
  4. Print A/P checks in alphabetical order by vendor name

    Be able to print A/P checks from a check batch in alphabetical order by vendor name.

    Ours is currently printing checks by vendor ID.

    6 votes
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    0 comments  ·  Finance  ·  Admin →
  5. 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.

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  6. 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…

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  7. 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.

    7 votes
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    0 comments  ·  Finance  ·  Admin →
  8. Automatically populate PO with Developer escrow info instead of creating a new Vendor

    I would like the ability to generate a developer escrow refund without having to create an entire Vendor account to issue the PO. If you could just have the PO populated by the Developer escrow account information it would keep the number of unnecessary/unused Vendor accounts that would only be utilized once for the refund of escrow funds.

    2 votes
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    0 comments  ·  Finance  ·  Admin →
  9. 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.

    4 votes
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    0 comments  ·  Finance  ·  Admin →
  10. Ability to run GL posting reference report by date.

    Include date selections for running GL posting reference report.

    4 votes
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    planned  ·  0 comments  ·  Finance  ·  Admin →
  11. 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.

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  12. When entering invoices to be paid in AP, there should be a field for the invoice date.

    Invoices are posted to be paid from a PO, there are all sorts of dates none seem to take into consideration the invoice date. There is the posting date, PO date, paid date - not the actual invoice date. When a vendor calls asking if payment has been made. They reference an invoice date and number. Now we have GIGO - Garbage in, garbage out. These are permanent records and we need to be able to reference what is in the system. Important info. is date of invoice, vendor, what is purchased, paid date and check number. Thank you.

    2 votes
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    0 comments  ·  Finance  ·  Admin →
  13. 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.

    5 votes
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    0 comments  ·  Finance  ·  Admin →
  14. Vendor Maintenance - option to indicate if we need vendor certification

    I would like an option to indicate if we need the vendor certification signed by the vendor, if the box is not checked a note should be displayed on the certification of the PO that certification is "Not Applicable".

    3 votes
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    0 comments  ·  Finance  ·  Admin →
  15. Un Posted Reports

    The ability to see the Net Result of JE's without the need to go to the Train Version of Edmonds would be wonderful! I believe all the information is already in the background of the Live Version. Instead of the need to go to Train and enter JE's , post them, see the net result, adjust them back if they do not work, you would just run an Un Posted Report to see the net effect. This ability would save a great amount of time. Everyone does not have the access they need in Train.

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  16. 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.

    9 votes
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    0 comments  ·  Finance  ·  Admin →
  17. 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.

    5 votes
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    0 comments  ·  Finance  ·  Admin →
  18. The ability to choose the GL Account type in the Fixed Asset Maintenance

    Request to add the GL account number type to the Fixed Asset Maintenance screen as a purchase account type.

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  19. 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.

    4 votes
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    0 comments  ·  Finance  ·  Admin →
  20. Custom Expenditure Reports

    Allow Excel Format to be able to use Print Control Totals such as by Fund, Print Subtotals for Departments and Print Page Break After Department. Have the ability to check or not check these functions when using Excel Format. When using the Landscape function it is allowed.

    3 votes
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