25 results found
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Post deletions in current period - not original period
It is frustrating that the system always wants to go back to the original period to delete/unpost something. For example, we had a campaign that sold tickets. Most were bought in prior periods. We now need to refund several tickets (due to the event date having to be changed) and the refund process requires deleting the invoice which the system wants us to re-open the period for. It should just make the entry to delete the invoice in the CURRENT period. This is common accounting practice. Having to go back and reopen periods is nonsense.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Account balance is listed when entering GJE
When selecting a fund and an account - the account $$ balance of that fund should appear for the account selected.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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transaction reports for a fund
It would be nice if a transaction report for a fund showed the balance as well as the debit and credits. This allows you to easily spot where there has been a significant change in a balance, for example if something got posted to the wrong account accidentally.
Currently the only way you get a balance is if you are looking at an individual account within that fund
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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GL History Report - include check number for voids
Currently, the report shows "void of check" in the description, but if it included the check number (or had a specific field for check number) that would be incredibly helpful. We currently need to run a void check report which lists all voids and cross reference, which isn't great.
25 votesHello,
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Thank you
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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