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  1. In the PO need to have the description on the line item to print out on the checks

    The line item description in the purchase order module should print on the checks.

    3 votes
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    0 comments  ·  Finance  ·  Admin →
  2. Prior year AP PO's

    Prior year AP PO's should not be allowed to post to current year dates. At the very least a warning should pop up to alert the user that they are creating a line item for the prior year and the date is not in range.

    3 votes
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    0 comments  ·  Finance  ·  Admin →
  3. Print range of PO"s

    goes right to the printer,
    every other report prints to screen first
    if a print screen could be put on this report

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  4. Requisiton listing by user ID / requisition listing

    We purge our requisitions after they have been converted into POs. The comptroller needs to see requisition listing by user ID for open requisitions for her approval before they can be converted into POs. The reason we purge them is so that the comptroller only see's open requisitions in the requisition listing by user ID. However when purge is done, requisitions start at number 1 again instead of carrying on the number from the last req number used. We want to be able to run the requisition listing by user ID to include open status or have the requisition listing…

    1 vote
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    0 comments  ·  Finance  ·  Admin →
  5. 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
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    2 comments  ·  Finance  ·  Admin →
  6. Enhance Purchase Orders

    Adjust PO's to include YTD encumbrance totals for each vendor.

    3 votes
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    0 comments  ·  Finance  ·  Admin →
  7. 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.

    9 votes
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    1 comment  ·  Finance  ·  Admin →
  8. Expenditure account status report with drill down

    Add drill down function to expenditure account status report similar to Revenue Account Status report functionality. Further, ONLY include within the drill down transactions that are added to make the total YTD expenditure total for the account. Various transactions that do not effect the final YTD total that is reported in financial reports should NOT be included in the drill down for the expenditure.

    3 votes
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    declined  ·  0 comments  ·  Finance  ·  Admin →
  9. Option to void multiple A/P checks at one time.

    Be able to void multiple A/P checks at one time. My A/P clerk realized she cut 50+ checks that she did not have to write. She then had to void each one individually.

    1 vote
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    declined  ·  1 comment  ·  Finance  ·  Admin →
  10. We need the ability to restrict access to system to more than one individual during End of Year Routine or as we see fit.

    Can we please have the ability to lock all users out of the system except finance and or other designated users? In preparing for the end of year routine individuals within finance understand what entries do not impact the End of Year routine but others may not.

    6 votes
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    0 comments  ·  Finance  ·  Admin →

    Thank you for the suggestion. There is currently a way to lock users out of a particular module, while leaving users the ability to have access to another module that is not locked. This can be found off System Utilities > Lock Users Access. Please contact support with any additional questions.

  11. Show "Entered By" on purchase order

    It would be much easier, not only for AP, but for the vendor, to know WHO entered the order. It could fit under the vendor box.

    3 votes
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    5 comments  ·  Finance  ·  Admin →
  12. Ability to charge a fixed asset to multiple account lines currnetly can only charge to one account

    Ability to charge a fixed asset to multiple account lines currnetly can only charge to one account

    1 vote
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    declined  ·  0 comments  ·  Finance  ·  Admin →
  13. End of Year - Open Purchase Orders

    Would like to have option as to whether open PO balances should be carried over to the new budget or not when doing the end of year close.

    9 votes
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    declined  ·  1 comment  ·  Finance  ·  Admin →
  14. Printing of two page PDF POs

    Have the ability to print non-collated PDF POs for 2 page (or more) POs. Currently, Edmunds prints non-collated (1,1,1,1 2,2,2,2) which works for our pre-sorted pre-printed colored paper. It was recommended that we switch to PDF POs, however the only option to print is collated (1,2 1,2 1,2 1,2) which prints on the incorrect color paper for type of copy printed.

    3 votes
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    declined  ·  0 comments  ·  Finance  ·  Admin →
  15. Option in Check Register to list checks by check amount.

    I would like the ability to run the check register by check amount
    in ascending order.

    3 votes
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    2 comments  ·  Finance  ·  Admin →
  16. Grant Transactions: Tracking items submitted for reimbursement

    We would like the ability to have a field to track if grant items have been submitted for reimbursement. This would also need to be displayed on Grant reports such as the Transaction Audit trail.

    3 votes
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    declined  ·  0 comments  ·  Finance  ·  Admin →
  17. Inventory

    Would like to have an option to reverse an Inventory Batch through the special routines function "Reverse Finance Batch Routine."

    3 votes
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    declined  ·  0 comments  ·  Finance  ·  Admin →
  18. Add more vendor threshholds

    MCSJ currently allows for 2 vendor thresholds.

    1 vote
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    declined  ·  1 comment  ·  Finance  ·  Admin →
  19. Department Security Groupings

    Under "department security" allow an account range to give access to a range of account segments. Example: Acct# 1-22-33-000 (1=fund, 2=dept, 3-category, 0=item). Give access to user for only category(s)(segment 3) but in different funds(segment 1), departments(segment 2) & items(segment 4). (1-??-33-??? to 1-??-33-???)
    Right now group variables are allowed only from left to right. (Example: 1-22-30-000 to 1-22-39-999)
    (Make department security account ranges just like printing an account status report. We can select a "report sequence" to print a certain category(s) but in all departments.)

    1 vote
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    declined  ·  0 comments  ·  Finance  ·  Admin →
  20. ESCROW

    Right now you can't add a project to a requisition only to a po. It would be nice to add the project to a requisition.

    3 votes
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    1 comment  ·  Finance  ·  Admin →
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