CommunitySuite Idea Lab

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Separate the closing of the last period of the year from the closing of the year

    Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.

    Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.

    The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Recurring Journal Entries

    It would be very helpful if we could create recurring journal entries like we can for vouchers. This would be helpful for things like payroll or benefits.

    34 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Make available an auto-reversing feature option.

    Could you add an option (i.e., a checkbox) for a journal entry to make it reverse to the first day of the next month if the box is checked? Often there are signficant multi-line entries at year-end that need to be reversed at the beginning of the next month, and we even have a few that need to be reversed each month. This would not only be a big timesaver, but it also would help prevent keying errors as you key or import the same month end entry a second time to the first of the next month, with the…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. deleted journal entry report

    Report showing all deleted journal entries. Current journal transaction report has a limit of 1000 rows and the export does not export the deleted entries.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Disable entries to revenue share parent accounts except for particular user(s)

    Inadvertent entries to revenue share parent accounts can cause problems, whether the entries are donation deposits or cash transfers or journal entries. It can cause a real mess, particularly at audit time, when the parent account balance doesn't equal the sum of all its investment account balances.
    We would like to see entries to a parent account (other than revenue share entries or background entries) restricted to only one person in our organization.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. general ledger - show all lines as entered

    Currently, general ledger entries that are made to the same account are "lumped" together after the transaction is posted. I think it is important to show the line item detail as entered for audit purposes. Generally these entries tie to another supporting document.

    33 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base