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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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WebPurchasing - Purchase Orders Created email message needs more detailed information
The current email that is sent to users indicates a PO has been created and references the Requisition number. Adding more detail such as the dollar amount and the vendor would be very helpful. That way users won't have to do further research to f...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
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Restrict view access to journal entry author in advanced security module
With the advanced security package, it would be nice to restrict the viewing of journal entries to those a user has created. (Controlled by administrator, not user). This would help with the confidentiality of information in payroll batches, etc.0 Needs review
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Only way to get on is with an incognito screen
All day I could not get on to my data base. Called in and the help person got me on my data base- but the only way I can get on is with an incognito screen. This is not acceptable.0 Needs review
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Web Purchasing - W9 Status/Check Box Visible
I think it would be great if within web purchasing front-line employees could see if they need to request a W9 from the vendor. It could be a note or a check box, etc. Our front-line workers only work in Web Purchasing and logging into FE as well ...0 Needs review
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open invoice reconciliation
Would like to see Open invoice reconciliation based on "status" of the invoice.0 Needs review
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Bank Feeds - Regions iTreasury
Please add Regions iTreasury to bank feeds. Regions Commercial Banking - iTreasury (website info URL https://www.regions.com/commercial_banking/tms_itreasury.rf) (login URL) https://onepass.regions.com/oaam_server/oamLoginPage.jsp?TapSubmitURL=...1 Future consideration
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Bank Feeds - Add Citizens National (MS)
Please add my bank to bank feeds. The URL is: https://www.yourcnb.com/log-in-enroll/log-in/ Citizens National Bank, PO Box 911, Meridian, MS 39302 -
Default Receiver to user in FE-AP-Add a receipt
In FE\AP\Records\Add a Receipt, the "Received By" field has a drop down to pick a name from. From a control stand point, many of us do not want one user to create a receipt in someone else's name (I understand many orgs may have separate people re...0 Future consideration