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  1. 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
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  2. Ability to create an approval process for inventory replenishment requisitions.

    Under Department security add the ability to add the inventory GL accounts so that we can create an approval process for inventory replenishment.

    1 vote
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    1 comment  ·  Finance  ·  Admin →

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  3. Ability to select source ID in payment window when using Miscellaneous Payment code

    So that tracking payments by source ID functionality will not be lost, it would be beneficial to have the option to select or override the selection of source ID when entering a payment in the payment window for the Misc payment code. Since you can have the option to select the revenue account to post the payment to, then having the option to change the source ID in the payment window would be helpful too.

    3 votes
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  4. Abliity to read the last 4 digits of a vendors TAX ID/SSN regardless of the security level.

    All security levels should be able to see the last 4 digits in the vendors TAX ID/SSN . This would assist in reducing the duplicate vendor request.

    3 votes
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  5. purchase order quick entry

    Navigating the Purchase Order Quick Entries Screen: When tabbing through fields, it needs to be more logical. The Sales Tax fields should come AFTER the Vendor is entered not before.

    4 votes
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  6. JE'S DESCRIPTIONS & ATTACHMENTS

    Description fields should be larger, it is currently very limited. Also, a great added feature to JE'S/GL Batches would be the capability to attached document related to the entry.

    39 votes
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  7. Spell Check

    Spell check would be really helpful especially in the "Notes" section on requisitions in the Finance A/P module. It is very time consuming proof-reading and editing all requisitions.

    40 votes
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  8. Prenote Checkmark in Vendor Maintenance

    Currently, if a vendor has a prenote check mark in vendor maintenance, the prenote does not get sent until the vendor's first payment is issued. The check mark is not automatically removed from the vendor. There is a special routine where you can remove ALL check marks, but there could be vendors who have submitted their ACH information, but payment has not been issued. We would have to manually keep track of the prenotes and manually remove the check marks. We have a few suggestions:

    1. Can the system be set up to automatically remove the check mark, only if a…

    3 votes
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  9. MWBE-HUB Vendors

    IN NC, minority (MWBE) or Historically Underutilized Businesses (HUB) vendors must be registered with State Office https://ncadmin.nc.gov/businesses/hub to be considered a HUB/MWBE vendor. I would like to be able to have a checkbox added for these vendors in the vendor section and it be searchable.

    2 votes
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  10. Either invert the PO listing when search for PO to duplicate or provide search options.

    When selecting to duplicate PO, listing is in numerical order and requires several pages of searching to find most recent invoice to duplicate. Inverted listing to list the most current invoices first, or add search options to find PO to duplicate (such by vendor name).

    1 vote
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  11. Need more space for GL Batch Entry description.

    Need more space for GL Batch entry description.

    9 votes
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  12. Export Super Condensed Check Register to Excel

    Would be helpful to be able to export the Super Condensed Check Register to Excel

    10 votes
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  13. After a utility refund is issued I would like for the vendor ID that is created to automatically inactivate

    After a utility refund is issued I would like for the vendor ID that is created to automatically inactivate

    21 votes
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  14. Option to exclude zero balances in G/L Trial Balance.

    Create an option (check mark box) to exclude zero balances in G/L Trial balance report. This would only exclude accounts that have no beginning balances, transactions during period selected, and no ending balances. This would shorten the report length and made review of report easier.

    3 votes
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  15. The ability to do a PO/transaction inquiry by amount

    Many times my treasurer is looking for a specific amount that makes up the difference between two reports. Finding this amount would be so much easier if we could type in that amount to see if any line items/checks/PO's come up with that exact amount.

    6 votes
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  16. When using the contract module, the attachments should carry over to the Purchase order tied to that contract.

    When using the contract module, the attachments should carry over to the purchase order linked to that contract. Presently, we have to attach them to purchase order as well as contract, separately.

    2 votes
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  17. Allow monthly bills that are paid in advance to use the next month’s receipt date so the expense goes into the correct month without going t

    We pay many bills that are for the next month. Example our workers comp, invoice dated 6/06/18, but the service is for July. Rent payment is due by the first of the month.

    The only way to process these payment on time and get them in the correct month is to put them into prepaid and do a journal entry, creating a lot of additional work.

    2 votes
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  18. ATTACHMENTS TO GL BATCH

    Add the ability to attach documents to GL Batches

    11 votes
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  19. Receiving a Blanket Order

    When receiving a release number in a blanket order, I think it would be helpful in not only knowing how many lines have been received but also the total amount of the lines received. This way I could check my po to make sure the totals are correct.

    3 votes
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  20. Need Wildcard *xx* Feature in Searches

    It is difficult, without downloading large quantities of data to excel, to find a particular invoice number in PO inquiry (as an example) when the search only allows for exact match. If looking for invoice 12-345, but someone keyed 1-2345 it will NOT be returned. If we could search by 345 or contains "345" maybe we could find what we are looking for and not duplicate payments.

    61 votes
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