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Ability to Setup Account Specific Account Rules
For example: Travel Advance Acct - requires an employee name or id (to identify who the travel advance was for). It would be helpful to be able to add an account rule to this gl acct that requires a name or id be entered before additional informat...0 Needs review
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Print Batch of Checks with different check dates (generating post-dated checks)
Some of our vendors require monthly post-dated checks at the start of every year. Currently, I have to print each check one-at-a-time. When I create the invoices, the payment date is set to the 1st of the month. I would like to generate all 12 che...1 Future consideration
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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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Integrate AP attributes/custom fields with GL att/cf
Need ability to input custom field in expense management on invoice requests, but also in payroll journal entry, then report by the attribute/custom field in an income statement.0 Needs review
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Allow zero dollar deposit to help with deposit corrections
Sometimes the deposit with its payment distribution is incorrect. If the payment / deposit has been posted, then they cannot be voided. The distribution to the accounts could be fixed if a zero dollar deposit / payment were allowed. the reason to...0 Future consideration
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Web Purchasing Team based requisitions
Rather than requisitions that are exclusively linked to the single requestor, we have the need for different people to make requests, but are consolidated to be received by a single person. BUT, this person should not have access to ALL requests t...1 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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Ability to filter Fundraising Reporting Overview by Campaign Category, Fund Category, and Appeal Category.
We need the ability to filter the Fundraising Reporting Overview by Campaign Category, Fund Category, and Appeal Category - like the filter options that are available in Fundraising Reporting for Funds, Appeals, and Campaigns. These categories are...1 Needs review
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Tracking things I have rejected...
There is an area to see what invoices of mine have been rejected... but I would like to be able to follow up on items I have rejected in the approval process.0 Needs review
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Add Journal Entry Batch number to invoice and check
It is useful when trying to pull backup documentation for auditors. They give us the invoice number and want all documentation, which we manually attached and file in batch order.0 Needs review