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Hi All, here are a few items that our organization beleives that would make NV2 even better than it already is. We think these issues would allow for better control (accounting wise) and greater efficienty in processing transactions.
To QW page; please let us know if these are possible in the near future.
To all NV2 users, if these may be helpful, please let us know as the more users are requesting certain items, the greater the likelihood that some of these issues will be addressed in future releases. Please take a read:
1) Duplicate A/P invoice recognition – if a duplicate A/P reference # is entered for a supplier; and error message could pop up. This is simply an additional control that would help with duplicates.
2)Pick Root – specific to an exact G/L account (not a group of accounts) for each individual supplier – if each supplier has a preset expense account to which postings go to (the debit entry when posting to the Purchase Invoice journal) (could be overridden if necessary); it would increase efficiency and minimize error when inputting expense items for specific suppliers.
Thanks to all
Duplicate Reference Numbers would be beneficial. Some of my customers have been asking for this, but it would need to be a user controlled switch so it could be turned on or off on specific journals and/or ledgers.
As to a preset expense account I have not come across the need for this. My customers have too many variations to ever make this practical.
These are just my thoughts. Thanks for the great post.
And THANKS to Martin for your great job in assisting us and to all the staff at QW for continuing to better an already great program.
The duplicate invoice prompt would be a great idea. This would be very useful in both the AP and the AR. One thing that we really miss from the old program is the Go X (to the Cross account). We would love to see that back.
I noticed the EDIT SAFETY feature is working….that’s a great feature.
Just 1 minor hickup that I would hope could be resolved. When editing blank fields it prompts users to OK the edit…which is really time consuming for many of my users.
Is this a realistic fix for QW Page?
Has anyone else used this feature yet?
Thanks,
David
I would like to see one feature that was on NV1 that is missing. When I post sales orders to sales invoices the order number does not transfer to the invoice. It needs to be input seperately. If I forget to write it down I have no reference from invoice to order. Just a thought.
Gord
When we post our bank deposits to our A/R and use the tools apply function, a boomerang transaction is created for a short payment on the invoice. However, by the time this is rectified and paid by our customer it could be at least 203 months after that fact. When we go to post the payment on the ‘short payment’, which would have been the boomerang trasaction left over….wecan’t change the transaction as it has been locked due to date range limitations.
Is there any way we could have date range limitations changed for transactions like A/R transactions? We don’t want to open up the date range on the entire set of books to simply allow for A/R posting as it is too risky on the data integrity of our books?
Any suggestions?
Use the Administrator username to handle these types of transactions. The Administratator (or create a user name for this purpose) should have accesss to the complete application database. This would allow the other users to continue as usual with their restricted date ranges.
Regards,
Martin
Unfortunately the person who does these transactions is not the administrator…and I would be worried to give them this access.
Any other ways around this issue?
Can we not get F9 to bypass the journal sreen and go straight to the cross ledger account.
Most of the guys here give up when they hit the journal screen as they get lost
John
DVigliatore Wrote:
> Unfortunately the person who does these
> transactions is not the administrator…and I
> would be worried to give them this access.
>
> Any other ways around this issue?This is also an issue for me and accordingly I am manually having to reconcile the AR ledger rather than using the system. This inolves posting the cash in the bank account as a free journal and crediting the AR then picking a choosing on the AR and typing in the number in the reconcile field.
All in all a pain for the accountant keeping the books
John,
Press F9 on the posting account will take your users to the cross account. If they press F9 on the Journal (PI for example) then click the double squared button below Notes (this changes the button image to a full square) they will see the cross account details with the focus on that particular transaction.
Regards,
Martin
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