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Have alerts on accounts pop up when booking journal entries
Some alerts may that a student shouldn't be billed as they are a scholarship student OR not to use a certain project without talking to X individual first, etc... we don't always review each account when booking journal entries and it would be nic...0 No Status
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Allow Scrolling to See Entire Journal Entry
Allow users to see the entire journal entry on one screen. Like in Database. Don't make users click to another page, or through multiple pages, to find the activity being referenced.0 No Status
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Add description to chart of accounts
Add a text description of each account in the chart of accounts to inform users what to charge / record in the account.0 No Status
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Allow Distribution Sets to be entered in $ rather than only % - or increase the decimals allowed for %.
We are unable to use this for uploading distributions for endowment monthly investment changes because it forces rounding changes that are significant for some endowments. Allowing the entering of $ or percentages with more decimals would reduce t...0 No Status
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Showing Account #'s for all General Ledger Rows in Detail Data Export
When you export general ledger details from Data-Base view each line item shows the general ledger account assigned so that if you sort the data you will still be able to identify which account the item posted to. This is helpful for reconciling a...0 No Status
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Grant Analysis Report not accessible in Webview
The Grant Analysis Report previously run only in Database View is not available in Webview. This report is vital to monthly financial reconciliation. The system upgrade communicated that all reports from Database view would transfer to Webview.0 Planned
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We need a validate button when posting to the GL
It would be helpful to have a validate button on all imports/postings to the GL that way we can review the file load and it not be posted yet until we see it all looks right in the fields. Right now you get a brief posting window but then it posts...0 Needs review
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Enable attachments on line items in JE batch
When looking at backup for particular deposits, it would be great to have a copy of the check & paperwork right with the line instead of in a lump on the batch.0 No Status
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Audit trail for deleted items - chart organizers and reports
When there are multiple system administrators in finance but custom chart organizers and reports are created specifically for certain admins to use, things can be deleted by mistake or by a user who doesn't know what the CO was for and there is no...0 No Status
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Filter date ranges in account / grant / project records
Many grants have different periods than the calendar year. This means that in order to take a quick glance to see where a grant stands, you have to take the first year totals and change the filters to the next year to figure out what is going on. ...0 No Status