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Journal Entry in GL module
We have a lot of journal entries. For Fiscal Year ending June 2016, we may have 7000. Is there a way to move these files somewhere and label them. i.e., 2016 journal entries? We can continue the journal entry number succession but it would be nice...2 Future consideration
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Can we have the ability to default a project code on an Account record
If we know that an expense account always goes to a certain project. can we have the ability to assign the project as a default?0 Future consideration
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ADD ability to change vendor NAME in WEB VIEW and not have to go to CLASSIC each time.
Here is what we were told: The option you needed to change comes from the Options tab when clicking on an address in database view. Looking at webview, I do not see the fields from the Options tab available in webview at this time. If you were to ...1 Needs review
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Run cheque register by user
Currently we have 2 people entering payables and doing cheque runs. We use the vendor report for our cheque register because this is the only report that shows the coding. The problem with this is when the second person runs this report if the pay...0 Needs review
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Annotate Popup
In the database view it would be helpful if when opening a specific vendor, the Annotate would pop up immediately to alert any vendor specifics.1 Needs review
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WebPortal - Make project field required
Since the project field is hidden in the Distribution link, it is easy for invoice request creators to miss the field leaving it blank. Making the field required (same as attachments) would avoid wasting time getting the correct project or rejecti...6 Already exists
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Easy Search
In QB or other software, the CNTL F allows to do easy searches. We have members of our team that aren't as strong with software and will struggle with database view to search, especially if only looking for specific dollar amount of transaction memo0 Needs review
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Student Billing to have application restrictions for automatic payments and deposit payments
In Student Billing, it is so useful to have application restrictions for Financial Aid items. This would be SO HELPFUL to be able to apply application restrictions to automatic payments and to payments entered through a deposit.0 Needs review
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Add a click box to allow users to see the monthly running totals of an account on general ledger print outs.
Yes, I am trying to run a General Ledger detail report and I would like to see the running total of the account each month. I can currently see the totals for the debits and credits for the month and a total for the entire year but not a running t...0 Needs review
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Fleet Management
Assistance with tracking leases/purchases - timelines and payments, odometer readings, payments to the fleet fuel credit cards, maintenance due, when the trade in is due, etc.0 Needs review