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Add the account code string to the body of the Cash Requirement Report
This needs to added for the reviewing process to be sure the invoices are coded to the correct general ledger account. I am new to this software and it was a feature on my prior accounting software, Sage MIP Fund Accounting. This is very useful, e...0 Needs review
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Add a single transaction to record refunds from AP vendors
Currently there is no way to record a refund from a vendor in AP so that it shows up in the AP interface and properly integrates with treasury, bank recs, and 1099s. Or, that is, to achieve that you have to do a three step work-around involving no...0 Needs review
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Error message - Invoice date and post date must match
When adding an invoice, I get this error message.0 Needs review
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Notification when a requisition is over a certain amount, but approval not required
We need notification to certain employees when a requisition is created that is over a certain amount. We do not need that employee to approve, they just need to receive a notification.0 Needs review
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Separate, Specific Field for Check Memo
Please add a separate, specific field in Invoices for Check Memo to allow for the ability to print that field directly onto the check that is paying that invoice, keeping the existing Description field for the check stub itself. For instance, we a...0 Needs review
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Provide "save draft" or "edit" option for credit card entries done via Payables (not Expense Management)
Credit card entries done via Payables (not Expense Management) currently lack multi-level review. When an item is Recorded (and there is no other save option), it cannot be edited except by being Unrecorded, which erases all data entered.0 Needs review
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AP Aging By Vendor ID
Allow AP Aging Report in Web-view so staff with limited access can generate the report. AP Aging Report to include Vendor ID in both Summary and Detail view. Vendor ID is unique to us; however, vendor name is not.0 Needs review
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Add a New Vendor should allow for a default to bank account to use.
Most companies have several bank accounts. It would be VERY helpful when adding a new vendor, to have it already defaulted to a bank account, such as Operating. Right now that field is blank and if you accidentally skip it, then you won't be able ...0 Needs review
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Vendor import should be comprehensive
Every item in a vendor file should be eligible for upload. We are a small organization with about 1700 vendors in our 40 year history (not many). Over the next few weeks, we will add 1000 vendors due to a large CARES Act grant. Any item that is no...0 Needs review
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Adding a new option from the "Choose Columns" icon under Payables/Invoices
When going into invoices, by vender, it would be beneficial to have the option of choosing "Appeal" (in our case) OR "event" (for other companies) which is part of our payment distribution as it will tell us what appeal number (or event code) that...0 Needs review