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Streamline GL report creation
We currently run about 100 GL reports to give to departments to view monthly activity per gl account that belongs to them. I spend time running each one individually, saving it, then emailing it to the correct person. Is there a way to automate th...0 Future consideration
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Have a required field for the bank account on an invoice in A/P.
We have multiple bank accounts and sometimes the bank account is not selected when adding an invoice for payment. If this field would be required, this omission could be caught right away and not when ready to run checks.0 Needs review
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Have the field "terms" in setting up an A/P vendor with the option of being required.
To help keep information consistent that is needed when setting up a new A/P vendor. This field is skipped quite often when setting up a new vendor. -
Alpha Numeric check numbers
We would like to be able to use alpha in the check numbering system, this way we can separate the eft's from the checks0 Needs review
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Bank Draft #'s - variable number format
We would like to use the vendor receipt/confirm number as the bank draft number...sometimes this includes letters. Would be great to allow alpha and numeric numbers for the "draft number"0 Needs review
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Move Aatrix history files to database
Please move the location of the Aatrix forms history files from the current local user profile folder location to the FE database. The local user profile is a poor location for such important information for multiple reasons (not secure, not backe...0 Needs review
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Automatic discount calculation without having to change the terms on an invoice after every missed discount date
I have a vendor that gives us 6 discount dates per invoice and it would be great if FE could automatically calculate a discount without me having to change the terms every time we missed a discount date in accounts payable.3 Future consideration
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Take off the blank bank line or be able to move it so there is a default bank number
Our default bank is a blank and we have 2 other bank accounts. When setting up a vendor and nothing is chosen, the invoice will be available in both bank for payment. Ideally it would be great to remove the blank line and assign a default bank acc...0 Future consideration
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Add vendor name field to check printing format so Vendor Name appears at top of double stub blank check
In the old FE system, the Vendor Name appears at the top of the blank double stub check ( to the right of the Organization's name) so that when you are attaching stubs to invoice packets and filing them, the vendor name appears at the center top o...0 Future consideration
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Removal of gift aid tick box on donation forms (for corporates) OLX
I've created a separate form in Online Express for groups or corporates so that the gifts are coded correctly. We cannot claim gift aid for these donations so it would be good to be able to remove the tick box on this particular form to avoid conf...0 Needs review