AP Vendor change report
We are beginning to audit all changes to AP vendors to ensure any change is documented and verified. This report should pickup any changes to any AP vendors (Address, payment terms, names...etc).
Spectrum Aged Payables - Job Detail Sort by Options Not Available
When running the Aged Payables report by Job the sort options are greyed out and it makes reading the report difficult - we would like the date option to at least be a sort option.
AR Billing to the Phase Code level
Need to be able to Bill items to job and phase code.
Select specific multiple items/gl codes etc for a report
When running any report I would like to be able to select multiple (i.e. two vendors I want to look at/ or three deduction codes only, etc) items to run in the report. The option currently is ALL or pick one.
Add more pay types
pay codes for funeral leave, jury duty, etc
Ability to reverse a JE automatically, a button that says reverse, after it is posted.
Journal entry errors are common. It would be nice to have a button, like in AP reverse an invoice, to reverse a JE after it is posted. Button on bar, "reverse JE", then JE # to reverse and date. (Similar to AP module).
Auto email invoices and customer statements.
Have the ability to auto email AR invoices during the customer invoice update process. We could still preview and make necessary changes but then when we are ready to update, the system could auto email based on the customer setup.
Ability to change invoice number and/or invoice type once in Vendor Invoice Entry Screen
Vendor Invoice Entry Screen - the batch, vendor, invoice #, invoice type and purchase order all have drop down arrows but only the batch field is the only one you can change. It would be nice to be able to change invoice number or type - becuase s...
Add more forms to Aatrix
Add form IL-501 monthly into Aatrix
Amount remaining column in the Subcontracts Phase Details
In the Subcontract Phase Details tab there's the Orig Contract, Change orders, Rev contract, and Amnt billed columns. If there was one more column that would show the remaining amount for each line item that would save some calculator work. It's n...
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