When updating a work order there is not anywhere that you can put a comment, that I know of. For example, I just updated a leak investigation and there is know where to put leak on their side. So, later when you look at that account and the customer might ask us what did we find, it’s know where on their account. So we have to go to our excel page that we keep work orders on and find that work order to get that information

We were wondering if we can print out an envelope from Edmunds? We know how to do a label list for multiple accounts, but can you print directly to an envelope for one account?
Can an envelop format be added to the "select printer type" of the utility account label page?
A current default on the "select printer type" is Avery 5160 labels. Can we add one to print out an envelope for one account? or multiple accounts?

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

Under Lien tab---A report creation with calculations that has tax sale cert # with current lien holder name to that cert (in case multiples) with block/lot/owner name/property location and taxes/utilities in separate columns with interest . This would be a subsequent report for the lienholder to pay subs out to a projected date.
We send an informal report of calculations after the tax sale with the certificates to the new lienholder to pay the outstanding subs.

The Town Manager has one employee from each department that report directly to him. He can not take the time each day/week to go through each department to check time requests. He would like one calendar that includes the department heads so that he can go through and review who is going to be off at any given time. Please create a department head calendar for time off requests.

Currently the schedule maintenance allows for one regular code. When an employee works in multiple departments or is in a shared services agreement with another town, we need to track how many hours to charge to each location. We can enter it manually in the employee timesheets, but it is redundant when the employee works the same schedule every week.

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.

Please add a link from the Customer ID window to the Utility Account Maintenance window. This would be to link the customer ID of a business to the physical location of the business in the Utility accounts, so that we can distinguish businesses from non business accounts.

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

For NY clients, to be able to add a barcode to the Property Tax Bill

Our blue collar employees may work a variety of titles one pay period.
Instead of lumping all paid time (outside of overtime) as REGULAR each title should have a separate line for the sake of clarity.
Our employees are trying to figure out if they were properly paid and it is unnecessarily difficult.

SHBP is no longer providing dependents aging out (26 yrs old) during the current year. Under Benefits Maintenance you have Employee/Dependent Benefit Report which is good but it shows all dependents. If there was a way to just show the ones that turned 26 that would be less cumbersome to look at. Thank you for your consideration.

Add a feature where a scanned copy of business application can be attached.

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.

Under department security maintenance it would be great if you could list escrow projects and give users access to escrow projects

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

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.

With the new State requirement regarding posting the tax relief website on the tax bills, it would be helpful if the full website would be printed on one line - with the current set up, the number of characters is not enough

ABILITY TO PRINT A BILL FROM THE UTILITY ACCOUNT MAINTENANCE SAME AS THE TAX ACCOUNT MAINTENANCE. AT THE MOMENT WE HAVE TO GO TO THE GENERAL TAB TO DO SO.