32 results found
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import voucher - add check memo field
Since the check memo field is now entered at the voucher creation stage, it would be great if the import voucher CSV template could be updated to include a check memo field.
4 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
3 votes -
1099
Integrate ability to print and e-file 1099s directly from CSuite from a third-party like AATRIX. Our legacy system had this capability and it made the 1099 process much simpler and quicker.
3 votes -
default setting
This is to expand on an idea that was posted in 2017.
In the system setting, we set up a default fund and in the vendor record we can set up a default gl account number for that vendor. But they don't go anywhere. Whenever i create a voucher, after I select the vendor, I have to select the fund and the account number. I would think the defaults should kick in, perhaps it is just a matter of connecting the fields. thoughts to make this happen?
2 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
2 votes -
vendor payment notification
The basic functionality is there to send an email to a vendor when a Check is posted; however, it doesn't allow us to indicate whether the payment was made electronically. In fact, we only need these to go out if payment is electronic to serve as a remittance notice. The PDF version of the Check that is currently attached to the email references "Check" and the Fund which is not helpful to the vendor. We are not able to modify it. Suggesting (1) the ability to modify the attached "Check" and (2) designate two different email bodies, one for electronic…
2 votes -
Raw Export in AP and Historic AP
We would greatly appreciate a RAW export option in the AP and Historic AP reporting area. We have had difficulty with the regular export to excel due to the formatting. Much appreciated!
2 votes -
File column in new voucher bucket
Add a column to the New Voucher bucket that shows if files are attached.
2 votes -
in voucher screen default payment type
Show a column on the main page to show payment default type
2 votes -
Add Vendor ID to Global Search
Are we correct in understanding that the Global Search does NOT include Vendor IDs? Meaning that if I enter a Vendor ID in the Search field at the top of page, it does not search against the Vendor List. Is there a reason why this is the case?
The Reference ID in a Notes report sometimes includes the vendor ID and we are unable to search for that ID either in the Global Search field or in the Vendor search field.
2 votes -
Allocation table
When using allocation table to automate voucher posting we should be able to chose account from both balance sheet and expense account. Currently allocation can only be posted to expense account. I use allocation table to Automate the recording of GST and PST in Canada for quick reporting. Those 2 account are balance sheet account and only part of the voucher should go to expense. Similar sometime a voucher could need to be recorded to prepaid in full or partially.
1 vote -
check memo for multi payments
Would be nice to have a check memo box available in the edit pay schedule for multi-payments. Going into each payment to edit the check memo is so painful as it's so slow to update.
1 vote
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