funds

Sticky displays for providers, funds, and fund sources

7
While in a Provider, have the tabs "sticky" so the last tab opened remains as the default displayed on opening that Provider until changed;  give columns within the tabs the same flexibility as above (picker, rearrange, adjustable, sorting)
 
While in Fund Details, have the tabs "sticky" so the last tab opened remains as the default displayed on opening that Provider until changed;  give columns within the  tabs the same flexibility as above (picker, rearrange, adjustable, sorting)
 
Allow locally-selected default for Contex

Category

Status: 
Under review

Funds interface should include other fields

Tags:
2
Under the Debits tab, include columns for Invoice Date, Vendor Invoice ID#, Internal Invoice ID#, Line Item ID#, PO ID#, PO Name, Provider, Title, ISBN  

 

Category

Status: 
In the attic

Next and previous buttons in fund navigation

6
From within a Fund, allow quick maneuvering to Next Fund or Previous Fund without returning to the list (next/previous from the current list in use entire or filtered)

 

Category

Status: 
Under review

On funds and other interfaces fiscal year should default to current fiscal year

7

It appears that it occures in the sequence it was entered rather than identifying the current fiscal year.  For instance, if you go to your fund page and you have 2013 and 2014.  You have to go to the year selection box and select 2014 to see the FY2014 funds.   The purchase order import page defaults to the first fiscal year entered aslo.

Category

Status: 
Under review

Improved view of funds

18

A view of funds that shows all of the important information on one screen. Ideally, this would be a list of funds displaying the money available, the money encumbered, etc.

Category

Status: 
Under review
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