27 results found
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Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
9 votesPlease add the specific object and filters needed.
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Viewing vouchers under a vendor
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize…
10 votes -
Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
17 votes -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
5 votes -
Ability to edit Vendor "Terms" for Vouchers
Currently the only billing "Terms" available for use on Vendor records is "Due on Receipt". Having the ability to edit this field to include additional billing terms would allow for more complete vendor records and assist with payment schedules.
It would also be beneficial if the "Due Date" field auto populated during Voucher entry should specific "Terms" be selected on a Vendors profile.
7 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
2 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 -
Change GL Code on AP Voucher
Sometimes we need to change an expense code on an AP voucher after that month has been closed. Would love some functionality that would allow this in a subsequent month. The current workaround is a JE but that means the voucher has the wrong code for 1099 purposes.
4 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 -
edit voucher description
Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.
14 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 -
Add a subfund field in the voucher upload
When we import a Voucher upload, there's no field for a GL subfund, so we have to go in after upload and choose the different subfunds for our GL codes. Would like to have this field included in the upload, so don't have to do this manual after-step.
1 vote -
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 -
AP voucher line order should stay in order of entry
Is there a way to keep AP voucher line details in the order I enter them? If I have a large invoice and have entered numerous lines, save and then go back in, everything has changed from the order I entered data. Makes it incredibly hard to double check anything. Why does it change order? It doesn't go by alpha or dollar amount, doesn't seem to have any rhyme or reason. Please fix this. Thank you.
After receiving this response:
After further digging into this with my colleagues on the CSuite team. There is no rhyme or reason behind the…34 votes -
File column in new voucher bucket
Add a column to the New Voucher bucket that shows if files are attached.
2 votes -
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 -
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 -
voucher description
It doesn't make sense that if I enter a description on a voucher, it doesn't show on a check register report. You should be able to enter a description that prints on the check and a fund statement or check register report without having to enter it multiple times. I have already entered the voucher with a description, why do I have to enter it in the "memo" when printing checks for it to show on my check register?
16 votes
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