Edmunds Community Forum

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  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

    35 votes
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    3 comments  ·  Finance  ·  Admin →

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  2. AP Quick Entry

    I love Purchase Order Quick Entry. but I hate that after I accidentally close it I can't go back in it and keep going especially with po's that have a million line items.

    9 votes
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  3. When printing financials, should be able to suppress the Class IDs, so accounts appear in their proper order, regardless of Class ID

    I assigned a CASH Class ID to all cash accounts. When I print the Balance Sheet, the Cash accounts appear separately, after all the other assets, which is confusing. Same thing for Income Statement.

    1 vote
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  4. 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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  5. Department field needs to be added when running budget reports.

    There is no option to include the department names when running finance reports. We need to be able to quickly identify the department when running budget reports. We spend too many hours identifying departments. For instance, when we run a budget report and want to identify which department had expenditures for let's just say 100 rakes. We cannot identify the department unless we look at the account number (in a spreadsheet someone created) and scroll through a list of account numbers to identify the department. This is very time consuming when there could be a field added in Edmunds to…

    2 votes
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  6. Uploading an Excel File to a PO

    I want to be able to created an excel file and then when I'm done just convert/upload to our PO system. This would eliminate me typing the same things twice.

    5 votes
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  7. Export to Excel

    When running Abbreviated Account Status report, it will be very helpful for our auditors if you were able to print to excel??

    4 votes
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  8. 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.

    9 votes
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  9. 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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  10. 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.

    13 votes
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  11. 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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  12. Escrow replenishment

    I would like to be able to send a replenishment letter at a certain balance (below $1,000) to replenish to a certain balance ($5,000). As it is now, we send a letter at the minimum balance to bring it back to the minimum balance (which may be a replenishment of $100). I think it will streamline the process.

    1 vote
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  13. Reference System User ID for all transactions

    I recently learned when payments are entered into the payment batch but do not reference the System User ID of the person who entered the payment. Reference is by the user who updates the batch. The system does track the user ID who makes payment reversals or changes, but the ID is not referenced for who entered a payment in payment window. For audit trail purposes it would be beneficial to track the user ID who entered the transaction.

    1 vote
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  14. 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.

    5 votes
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  15. 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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  16. 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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  17. 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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  18. 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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  19. Ability to run GL posting reference report by date.

    Include date selections for running GL posting reference report.

    4 votes
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  20. 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.

    2 votes
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