Project List in Project Accounting showing potential revenue for quotation which is Lost eg misleading
We sometimes link both quotes and sales orders to projects where appropriate. When we first used Sage 200 & Project Accounting, it was not possible to mark a sales quotation as Lost. This feature has been added in a later Sage 200 release whic...
John Wilkins
over 1 year ago
in Project Accounting
1
Idea Accepted - Gauging Support
There is no option to View Project Structure Settings in Project Accounting
The other two settings options (Project Accounting Settings & Timesheet and Expense Claim Settings) within the Project Accounting > System Setup folder allow you to view them and have separate read only options. However, Project Structure S...
John Wilkins
almost 2 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
When looking at "View Project" screen, the "Show memo text" checkbox is greyed out, so you're unable to look at the memos which have been previously saved when you don't have your window 'full screen'. The only way to view them is to go into "Amen...
John Wilkins
about 2 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Should be able to attach back-up to Cost Adjustment in Project Accounting in the same way that you can do when posting a nominal journal
No opportunity when posting a cost adjustment in Project Accounting to attach any back-up or supporting evidence. The postings are essentially the same as a journal yet no button to attach anything. So unable to keep good back-up to show auditors.
John Wilkins
about 2 years ago
in Project Accounting
5
Idea Accepted - Gauging Support
Ability to select a project + Project Item on purchase order requisition
If project accounting available + integrated, user should be able to select a project + project item for a PO Requisition line. This will be passed to the Purchase Order when generated. Problem = user requests PO's for goods, but these need to be ...
Project Accounting Resource Filtering by Project Groups/Project Items
certain resources are not allowed to enter timesheets to all the parts of the Project Tree. Administrators need to be able restrict access to groups and/or project items eg John Smith should only have access to Phase 1 and Phase 2.
Saeed Malik
over 6 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
The project item tree when entering a project transaction opens fully expanded. A number of customers have asked if it is possible to set this to open fully collapsed as they have a lot of levels to their projects and find it difficult to navigate...
Chris Housecroft
over 10 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Would be great if we could amend this criteria as we do for reports. Or at least change the default drop down view for selection to all (in, between, is, all etc) rather than the current is and all.
Guest
over 10 years ago
in Project Accounting
0
Idea Accepted - Gauging Support