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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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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
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Encrypted field in Vendor records for SIN
Offer encrypted fields in vendor records in Canadian version of database. Client records in A/R module have a SIN field which is encrypted but there are no encrypted fields in vendor records in the A/P module.1 Needs review
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Vendor Search Limitation in Expense Management
Search function only allows for 5 random selections to choose from. Per customer support a "\" indicator is required in the search field in order to call up the correct vendor. It would be helpful for us users to have some kind of notification tha...0 Needs review
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Ability to automatically reverse a bank draft when returned
If we can't void a bank draft, can we have an option to automatically re-enter invoice and create a JE to reverse the expense.1 Already exists