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UBS Customer Warning Notes

This would help when identifying customers who are cash only, have to reestablish good payment history, or have deposit still due. Currently location is the only warning note we can use. When looking at account/location inquiry the warning note do...
Sierra Nyberg about 1 year ago in Utility Billing System (UBS) 0

Purchase Order status list without Blanket POs

I would like to be able to pull a PO list of all the "individual" purchases - a list without the blanket POs. This would help me find the single purchases and be able to weed through the list for problems ahead of fiscal year end. There is present...
Jennifer Donnal about 1 year ago in Purchase Orders 1

Add expense category to the GL History Export

Add the category to reduce the download size of the file.
Trish Montminy 5 months ago in General Ledger 0

Void Check Report

This might already exist, but I can't find it. A report similar to the outstanding check report but specifically for voided checks.
Rhett Thomas about 1 year ago in Fund Management System (FMS) 0

Non-negotiable Check registers

Create a report to run check registers that pull non-negotiable payments.
Guest 5 months ago in Accounts Payables 1 Already exists

Job Number to Display on G/L History Export report

Currently, the G/L History Export report has a column for job numbers (column K) but does not display a job number for any disbursements made. It would be really helpful for the job number to display so I could easily sort the report by job number...
Amanda Hagan 5 months ago in General Ledger 2 Planned

Filtering accounts and employee profiles

Filtering UBS accounts and employee profiles to show the last modified account or files on top. or have a report to sort by the last date of modification, change or review. This could also help with work orders to see how long the account is in li...
Rachel Osborne 6 months ago in Utility Billing System (UBS) 1 Already exists

sync customer name

Sync of customer name on customer file to match location file
Guest 6 months ago in Utility Billing System (UBS) 1

Update Limit Field for Chard Snyder Health Spending Account

Each year we have to manually update all employees Limit field for anyone who participates in the Chard Snyder's Health Spending Account program. The annual amount shows up on the OE Vendor Interface Exports file but when we roll out open enrollme...
Janice Dunne 12 months ago in Payroll & Human Resources (PR/HR) 0

TimeCard Maintenance Filters to include more than one option for the same category

The Filter options on the TimeCard Maintenance screen are either ALL timecard groups or only ONE at a time. The system does not allow you to add multiple Filter options for the same category. As someone who checks the accuracy of timecards for mul...
Guest over 1 year ago in Payroll & Human Resources (PR/HR) 1 Planned