80 results found
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Ability to limit voucher history view on vendor record
Ability to set date range seen on voucher history. Not looking to delete it just limit to a smaller range unless selected. Currently I am seeing 20 years worth of vouchers in an AP vendor record. I'd like to only see say the last five years with the ability to look further back if queried.
2 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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Fund Advisor Portal - Add Gift and Grant Totals
It would good for Donor-Advisors to be able to see totals for Gifts, Grants, and Vouchers listed beneath the Current Balance amount on the fund page in the Donor Portal.
9 votes -
vouchers multiple approvers
Is it on the roadmap to add multiple approvers to a Voucher, with dollar limits? Say, vouchers over $2,500 or $5,000 require two approvals? Would seem easy to code and help with limits of authority.
4 votesHello,
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Check Approval Email
Having a direct link in the check approval email like we do in the voucher approval email would help take out several navigation steps.
17 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.
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Thank you
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Vouchers: more voucher copy options
Increase the number of "recent vouchers" on the create vouchers screen. 5-10 vouchers would be better than 3.
31 votes -
posting recurring vouchers
Be able to post a recurring voucher before next recurring date. This will help to work with our weekly AP process if a recurring date falls on a weekend or something like that. I think it can still remind you on the actual date but being able to post it whenever I would like would ensure it could be put into process before it was to be paid out as we do not process AP and vouchers every day.
4 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.
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Thank you
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Due Date/Payment Date
I enter all of our grants into CSuite, and our VP of Finance cuts the checks. When I enter grants, I always enter the payment date.
When of VP of Finance foes to Vouchers > Posted, when he looks at the grants I've entered, he can't see the payment date, and the due date is blank. So, it's unclear to him which date the grants should be paid. We would like a way for me to enter Due Date or Payment Date on a grant either at the grant entry point or the create voucher process from Grants to Voucher…
8 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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reference number
We use the reference number on the vouchers to put in the account number or date for many payments. However, it does not allow us to use the same reference number for the same vendor, which makes it difficult to add the account number for payments made to the same vendor at different times. It would be nice if the system allowed the same reference number. If no reference number is entered, the system can still create one as it does now.
1 vote -
Consolidated voucher approval
Would love for grants moving through the process within CSuite to autopopulate into the general accounts process for voucher approval so that voucher approvers can see all expenses for approval for the month in one place.
2 votes -
Notification when voucher is posted
I wish that an email could be sent once a voucher was approved/posted by another party. Often times, I submit a voucher for approval and move on to something else and then forget about it. So an email reminder would be great.
However the email wouldn't need to be send if I am that is approving/posting it.
1 vote -
INSTALLMENT
Another bucket or a way to "hide" installment grants that are not due yet. Currently they sit in the voucher stage and make it difficult to determine which grants should actually be paid versus ones that aren't due to paid until the next installment date
6 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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Pay Vouchers Screen
The ability to move Due Date column closer to check boxes. Really able to move any of the columns
1 vote -
Make Account field wider for Items in Statement Vouchers
On this page the account name cannot be seen in the field because (a) the field is too small and (b) the account listed is starting with the account category, which is unnecessary.
4 votes -
EDIT VOUCHER DESCRIPTION
Currently VOUCHERS cannot be edited at all if they have been reconciled to a bank statement. The system should allow you to make changes to the fund(s) a transaction touches, description fields, perhaps even date, even if it's already reconciled, presuming the dollar amount does not change.
4 votes -
Refer to GL for Grant Summary Screen
It would be great if the grant summary screen on a grantee profile showed grants made based on the GL instead of based on payments made. Currently, mult-year grants won't show in this area until all payments have been made. So a grant made in 2018 with payments in 2018 and 2019 won't show in the 2018 grant summary column until the final payment is made in 2019. Grants in the voucher stage with future payments aren't reflected in the grant summary screen. It would be great if this was changed and the grant summary screen showed grants made based…
12 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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Please make description in vouchers an optional field!
It is super annoying to be required to enter a description when one isn't necessary.
2 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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Date Order
It would be nice if all reports with a date on them would be listed from most recent to oldest. I realize this isn't a "top priority" item, but it is just annoying to have to scroll through data (i.e. vouchers, donations, etc.) to get to the most recent transactions. Allowing a sort option in the headers would fix the issue. Thanks
20 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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Default Settings
It would be AMAZING to be able to set a default account for vouchers, etc. All vouchers are paid out of our checking account and always will be :)
14 votes -
Back Dating Checks
When printing checks we should not be able to backdate checks, especially crossing over fiscal years. Normally, we can enter the checks with a date 6/30 date, but print the check current date or future date. I would really like to see some type of lockdown related to backdating checks.
Auditors are looking for gaps in check numbers when reviewing the yearly audit, so this would help in reducing the risk of printing checks when the checks should be shown as payable.
0 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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reference number
We use the reference number on the vouchers to put in the account number or date for many payments. However, it does not allow us to use the same reference number for the same vendor, which makes it difficult to add the account number for payments made to the same vendor at different times. It would be nice if the system allowed the same reference number. If no reference number is entered, the system can still create one as it does now.
0 votes
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