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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
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Sort General Ledger/Project Detail report by account number.
It only allows you to sort by project id or attributes.1 Future consideration
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In the WebPortal for FE, several departments have requested to add a column for Project ID number on the Invoice Request Review screen for the approver.
Having the Project ID number on the review screen next to the amount of the invoice will make it easier to check balances without having to open each invoice request to find the Project ID.0 Needs review
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Attribute Short Description
When running a query I would like to have included the short description as well as the already existing long description.0 Needs review
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For 1099 vendors - pop-up to user to edit 1099 distribution when an invoice amount is over-ridden at creation
When an invoice is created from the receipt on a purchase order the actual invoice amount may be of a different amount. when the amount is over-ridden at the create invoice level, the system should prompt for the 1099 distribution to be edited as ...0 Needs review
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Allow supervisors to change the defults for report formats.
This is useful so that an organization can globally set the report formats to fit their style guide, etc. It's also useful to not have to change this every time you crease a new report.1 Future consideration
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Warning message in Fiscal Year configuration if an END DATE is changed
Currently, you must use the Fiscal Year Configuration to close a fiscal period during the year. While in there, if you accidentally change an End Date (and don't notice it), the system will change that End Date and the Beginning Date of the next p...0 Needs review
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Vendor ID reporting to compare to data exported to Aatrix
FE only allows you to run a report either by Vendor (first) name or Vendor ID. However, the data that is exported to Aatrix to process 1099's, is pulled chronological (by the Vendor ID), but when you run a Vendor ID in the 1099 Activity report, it...0 Needs review