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Requisition Training
Could a training regimen/syllabus for creating requisitions be created? We want our field users to create requisitions for material requirements and have the Purchasing Agent approve them. Does a training syllabus for creating requisitions already...1 Needs review
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Make Financial Edge compatible with Microsoft Office 2013 64 bit
I've had to downgrade my Office version in order for my computer to work with both Financial Edge and Microsoft Office 2013. Would actually prefer compatibility with Office 2106 (voted for that as well) but would settle for 2013 64 bit for now.0 Needs review
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Add project as a default transaction code
This would be useful so we could automatically link an account to a certain project when it is created.0 Needs review
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Allow entry of PO number on Web Invoice or allow editing after posting/payment of a Web Invoice in Accounts Payable
Allow entry of PO number on Web Invoice or allow editing after posting/payment of a Web Invoice in Accounts Payable - this is useful for when WebPurchasing is used for tracking POs and Invoices are entered to indicate the PO has been processed. Th...0 Needs review
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Allow Editing on Fund Balance Account in Configuation
Unable to get Fund Balances to close to various Cost Centers because someone unchecked the box in Segment-Cost Center-Preserve Details during Closing. Now I am locked out and can only fix it by setting up new funds and transferring the data or set...1 Needs review
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Couldn't validate budget import updates
In our budget process, we do an initial import as part of the analysis process. After generating reports and reviewing budgets, we copy the initial budget scenario into a different version and import a file of additions and changes. When we try to...1 Needs review
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Ability to hide the transaction class column on the invoice general ledger distribution screen
Having the option to hide the transaction class column on the invoice GL distribution screen would help reduce inadvertent changes to the class. In our case, the transaction class should be the default class set up with the account code. We do not...1 Needs review
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Order of Auto Payment Applications
Our ordinances are written to have all payments applied to penalties and interest first, and then principal. Currently, there isn't an option to apply payments in Product and Billing Item order - only oldest or newest charges. We would like the op...1 Needs review
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Wishing it was possible to hide vendor addresses in the web portal.
We want all staff to be able to input invoices and expenses for reimbursement, but we have sensitive information and do not want addresses to be visible to all. And some staff do not want anyone to be able to see their addresses as well.0 Needs review
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"Hold All Payments" option
We really need an option that would do the opposite of what the "on hold" option under "status" in Vendors does. We need to be able to enter donations into a vendor, but then have the system NOT pay out the payments until we change them back to "a...0 Needs review