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Fund Management System (FMS)

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Be able to print a purchase order status list that omits the blanket purchase orders

Currently, you can print a PO status list of only blanket purchase orders. I would like to be able to reverse that and print only the non-blanket PO's. At fiscal year end and all year, these are the purchases you can work on clearing up. It would ...
Jennifer Donnal over 1 year ago in Accounts Payables 0

More Robust Advance Fin Reporting Options

Adding more options to create more dynamic and customizable reports in the Advance Fin Report menu. Giving options to pull data for PO's, account DR/CR details, adding multiple columns, or more complex formulas in the report in general.
Kylie Chiavuzzi about 1 year ago in Fund Management System (FMS) 0

Make the budget prep window scale to browser (bigger)

The budget prep window is only about 1/3 of the size of my screen, so I have to do a lot of scrolling. It would be really helpful if it were scaleable to the window.
Dallas Lee about 1 year ago in Budget Preparation 0

Add option to pull report by invoice type

We issue invoices through the AR system for various things (particularly grants). However, there is no way to pull a report using the invoice type to give me all my grant invoices.
Dallas Lee 9 months ago in Accounts Receivables 0

Set up reoccurring credit card payments in adj not just on citzenlink

people pay at the counter and want to set up credit card payment
Francine Ortega about 1 year ago in Centralized Cash Receipting 0

1099 Address Type on Vendor Master

We have vendors who have an address that is specific to where their 1099 should be mailed. This would be different than remittance or purchase order. Currently we must either select Remittance or PO address, or both, when adding additional send to...
Tamara Adams almost 2 years ago in Accounts Payables 0

Uncollected Deductions Payment Plan

Add a maximum amount to be collected per pay field for uncollected payroll deductions. This would be intended for employees with pre-approved payment plans for insurance and other deductions.
Guest over 2 years ago in Fund Management System (FMS) 0

Travel Requisitions Needed

We need a means to encumber travel. Currently, we complete forms to request travel, then create manual purchase orders once the request is approved. We track expenses offline, posting the expense after it happens. This might be a two menu option w...
Tatiana Abernathy over 1 year ago in Electronic Requisitions 0

Additional Field Under Vendor Contacts

Could we get an additional field under Send To Address for Title? Many of our quotes have contacts listed for Account Rep, Sales Support and Accounting. When creating these new contacts, can they just be informational? (not for remittance or PO)
Tatiana Abernathy about 2 years ago in Accounts Payables 0

Audit View Access to Sensitive Data

When a user views any screen that has sensitive data such as SSN or bank account information, as examples, I would very much like to be able to see who, when, and from what IP address the view event took place. I know there is an audit for any cha...
Guest 5 months ago in Fund Management System (FMS) 0