Ideas

Showing 403

Approval / Authorisation of Manual Journal Entries

It would be great to have a feature where certain users can approve / authorise a manual journal entry entered by someone else in the team before it is posted. This would help with controls for fraud and audit evidence.

Samuel Peach-Barnes almost 6 years ago in Journal Entry 0 Idea Accepted - Gauging Support

11 VOTE

Sales Ledger / Purchase Ledger Contacts

My colleagues and I all agree that it would be much more helpful to have the following contact information on both ledgers: Job Title, First Name, Last Name Rather than: Salutation, First Name, Middle Name, Last Name

sarah wall over 3 years ago in Account / Account 0 Idea Accepted - Gauging Support

1 VOTE

set correct allocation date on an allocation only entry SL / PL

When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...

Adrian Evans 4 months ago in Allocate / Allocate 2 Further Information Required

4 VOTE

EBanking for Customer Payments

When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank

Lisa Castle over 1 year ago in Payment/Receipt 0 Idea Accepted - Gauging Support

21 VOTE

Nominal transaction Enquiry - Purchase ledger 2nd Reference should be available within this screen

There should be a display of 2nd reference within nominal ledger transaction enquiry. Even if you double click on an individual transaction within nominal ledger the different tab options (bank, VAT trader trans, etc) does not list the 2nd referen...

Kieran Grant over 7 years ago in Transaction Enquiry 1 Idea Accepted - Gauging Support

12 VOTE

Year End Progress Update

When running the Year End process it would be useful to have more information than Processing I've had two databases sit there in a state of limbo with this message for a considerable time over the last few days unable to tell if the process had c...

Guest over 4 years ago in Year end 0 Idea Accepted - Gauging Support

6 VOTE

Hold Prior Year Journals in the same way as other normal journals

This would allow us to save journals to be reviewed before posting, which we do for other manual journals, I don't see any reason the option shouldn't be there for prior year journals.

Samuel Peach-Barnes over 2 years ago in Previous Year Journal Entry 0 Idea Accepted - Gauging Support

1 VOTE

Attach document to multiple transactions at once

I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually

Molly Armsworth 5 months ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

14 VOTE

Bank Payment Refunds are treated as purchases on VAT return - should be negative income

We are an Academy and have had to process lots of parent refunds for cancelled school trips. We are also VAT registered and partially exempt. The refunds are processed as VATable payments with an outside the scope VAT code in order for them to be ...

Guest over 5 years ago in VAT 1 Idea Accepted - Gauging Support

20 VOTE

Budget balance and remaining budget balance column options on Nominal List screen

It would be very helpful to have optional columns that sate budget balance information. This would allow you to see current budget positions at a glance. Currently, you have to navigate to the Budget This Year tab for each individual nominal. Idea...

Guest about 8 years ago in List 0 Idea Accepted - Gauging Support

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