Issues
- Recreate Classic's HISTSCN in canned report formUSASRFB-1054
- Allow Month Year information to be included on Cash Summary spreadsheet outputUSASRFB-1051
- Allow user to choose Bank Account when posting receiptsUSASRFB-1018
- Allow range to be entered in Account MappingUSASRFB-998
- Ability to edit header description on transactions in closed periodUSASRFB-846
- Send email "req has been converted" to originator & vendor with PO# & Req attachmentUSASRFB-807
- Add way to show if Requisition has attachments from gridUSASRFB-745
- Add ability to attach other documents to send with AR Email BillingsUSASRFB-701
- Grid/Report-Show email addresses assigned (and wider to see better) & cron expression on each report bundleUSASRFB-650
- AR Billing and Payment grids select all grid optionUSASRFB-642
- Would like to see some color in user interfaceUSASRFB-449
- Positive Pay - check and vendor default payment type selectionsUSASRFB-431
- Add ability to delete saved Autorec formatsUSASRFB-387
- Add print button to transaction UIsUSASRFB-278
- User wants to clone Interfund Cash TransactionsUSASRFB-253
- Create investments moduleUSASRFB-245
- Add vendor check address and phone number to Payables UIUSASRFB-193
- Ability to perform ACH transfersUSASRFB-180Resolved issue: USASRFB-180
- Make grid caption more prominent - breadcrumbsUSASRFB-170
- User wants column widths to save from previous sessionUSASRFB-166
- Allow printing of signatures on po's and checksUSASRFB-158
- User wants to see running fund balance on Financial Detail reportsUSASR-5501Scott Willmarth
- Use spreadsheet to post RequisitionsUSASR-5489Resolved issue: USASR-5489Jason Klinger
- Add enabled and two factor fields to User listing reportsUSASR-5409Resolved issue: USASR-5409Carson Granata
- Missing scroll bars on small screens prevents readability of tranasactions (i.e. to see amounts/accounts to approve req)USASR-5241
- Balance checking rule providing incorrect error when Payables postedUSASR-5063Resolved issue: USASR-5063
- check date & bank account revert to defaults when refund item addedUSASR-5037
- Canned Outstanding PO Detail should exclude POs with RE = 0.00USASR-5029
- Fix canned report format optionsUSASR-5010
- Correct Monthly Report Bundle report datesUSASR-4946
- Create EISPendingTransaction for invoice items originally missedUSASR-4726
- Prevent persisting a PO if no items existUSASR-4558
- Update Spending Plan Summary to include Monthly Estimate figures for 7.010USASR-4549
- Update FundSummary allAmountsZero to include received amounts and cash amountsUSASR-4115
- Implement ACH active flagUSASR-4066
- Email notification that req's are fully approved & ready for conversion. (i.e. AP Clerk)SWFB-22
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Recreate Classic's HISTSCN in canned report form
Description
Environment
None
Attachments
1
Details
Details
Details
Better PDF Exporter
Better PDF Exporter
Better PDF Exporter
Created November 5, 2024 at 5:20 PM
Updated December 9, 2024 at 4:47 PM
Activity
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User would like to see the account history information that was available in Classic’s USASCN/HISTSCN available in canned report form. We currently have template History reports for all of the account types. We also have a cash account history detail report that shows the amounts by posting period for each fiscal year found in the database. This issue is to write a canned report that would allow generating any of the account history and/or detail reports from one report option.
User should be able to
select account type: cash, appropriation, budget/expenditure, revenue
specify account dimension to be used to filter the report (filter by account code dimension)
select fiscal year range for report. User could select a starting fiscal year to run report for.
example if 2020 is selected report would generate history for 2020 through the current fiscal year
choose summary or detail option of report. See attached details for values to display on report type.
Report should
order accounts in proper account code order
include options page
Check with support if specific sort/break options should be provided.