We would like an online platform for vendors to be able to submit: W9s Documents EFT Payment Info / Bank Info Certificate of Liability, documents etc. 1099 retrieval Vendor application Primary internal contact already working with / screening oppo...
When paying for an item marked as a fixed asset, would it be possible to transfer the notes attached to that PO/REQ item in addition to the A/P details?
Currently, a note may be entered or an image attached to an Invoice in A/P during data entry. After updating expenditure invoices, you can only add the note to the Vendor Account. We scan our paid invoices and would like to be able to go back and ...
Allow requisition lines to copy from previous PO rather then previous requision
When creating new requisitions to replace old PO's and create new ones for the new fiscal year we currently copy from the previous requisition. However, this does not bring in any of the modifications done to the PO during the year. Can we choose ...
Would like to be able to specify a date to pull estimated salary information from into a report. Would be helpful when trying to pull a previous salary for multiple EE's for reports, instead of it only pulling current estimated salary or hourly rate.
Do not allow requisitions to use an inactive vendor
Please change requisition entry so a requisition cannot be approved when entering a vendor that is not active in the system. They should receive an error or be prompted to contact Finance to re-active the supplier. Also please do not allow the use...
We have some instances where it would be helpful to be able to use several funds when creating an invoice rather than creating multiple invoices to the same customer. Would it be possible to use multiple funds within a single invoice?
Develop an easier to use app for field staff to use on their phones when in the field. Allow for easy picture upload, GPS locating, and note creation. Current W/O process is cumbersome and clunky. Causes a lot of issues for our field teams when cl...
Issuing Affordable Care Act annual forms to members electronically
Can we get electronic form 1095-B's and C's for employees on the lines of electronic W-2's? Printing paper forms and their distribution is very cumbersome and inefficient. Thanks.
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