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Need much better reporting and exporting capabilities of GL transactions that can be cleanly exported into Excel (like the grids), and should ALWAYS have the job or work order numbers and

Monthly reconciling of GL to JC and SM costs is very clunky and difficult, all of the transaction details are scrunched into one line and separated by back slashes and does not even reference the job or work order numbers in some cases, noticed this mostly with JC MatUse entries, sometimes job number shows sometimes it doesn't.  Need a clean, grid type of listing of transactions that is easy to export into excel and keeps the job and work order numbers in the same column.  It's ridiculous to have to go to separate modules and use the GL reconciliation reports and piece together a total reconciliation of all costs for the month to the GL.  In Timberline, which I did not like at all, that was one of the best features, could pull up a grid of all transactions in my COGS accounts for the month, add conditions by dates and accounts, pull the job number into a column and export with one click into Excel to reconcile my job costs to the WIP.

  • Christine Robinson
  • Oct 12 2017
  • Likely but not yet planned
Vista Platform / GL - General Ledger
Company TSI Global Companies, LLC
Job Title / Role Manager of Accounting
I need it... Yesterday...Come on already
  • Attach files
      Drop here to upload
    • Admin
      Scott Hegrenes commented
      November 05, 2018 23:34

      Let's look at enhancing our grid control to allow better exporting.  Also, VA should help with this.

      Possibly use Global spreadsheet server to do this in the near term.

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