ADG Vantage Product Ideas
Several programs in the system create journal entry batches, such as the UBS interface, cash drawer closing, the payroll interface, and interest allocations. Each of these programs creates a report containing information not recorded in the JE that serves as support for the JE. Currently, a staff person runs the program, saves the PDF, and sends it to finance, who then uploads it as notes to the JE batch for auditing purposes. It would make sense and be more efficient if the system automatically populated these reports on the JE batch when created. For example, when a cash drawer is closed and the JE batch is created, the closing report and deposit report would be automatically added as notes to the JE batch.
I think option 1 would be sufficient for us. I just am concerned that its really easy to forget to hit that button. Thanks-
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Dallas Lee, MPA, CGFO, SHRM-CP, CPM | (he/him)
Assistant City Manager/CFO | City of Newberry
www.NewberryFL.gov |352.472.2161| [dc36f8aa-3677-4a31-aea2-04f8525a8131]
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The City of Newberry is committed to maintaining high integrity. If you are aware of any incidents, issues, or concerns regarding the organization, please consider reporting them to management. Anonymous and confidential reports can be submitted online at: www.FRAUDHL.com or by calling or faxing 1-855-FRAUD-HL . Company ID: NEWBERRYFL
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Is there a way to make the check box default checked?
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Dallas Lee, MPA, CGFO, SHRM-CP, CPM | (he/him)
Assistant City Manager/CFO | City of Newberry
www.NewberryFL.gov |352.472.2161| [dc36f8aa-3677-4a31-aea2-04f8525a8131]
[https://res.cdn.office.net/assets/bookwithme/misc/CalendarPerson20px.png]
Book time to meet with me
The City of Newberry is committed to maintaining high integrity. If you are aware of any incidents, issues, or concerns regarding the organization, please consider reporting them to management. Anonymous and confidential reports can be submitted online at: www.FRAUDHL.com or by calling or faxing 1-855-FRAUD-HL . Company ID: NEWBERRYFL
Email Correspondence | Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public records request, please do not send electronic mail to this entity. Instead, contact this office by phone or in writing.
To be included in Release-58.0.26 later this week for cash drawer closing and UBS G/L Summary Interface programs.
This is a good idea, we already do something similar with payroll W-2s. Will investigate further.