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Create Admin portal for Expense Management that shows approval, approvers, etc
Added as a continuation from https://financialedge.ideas.aha.io/ideas/FENXT-I-853 Create an admin portal that allow users with security rights to view all submitted invoice requests in Expense Management. This would give the user insight into what...
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For Bank Reconciliations - add Running Totals for Cleared Deposits and Payments
I keep on having to go back to the Database view to reconcile our bank accounts because it has the running totals for Cleared Deposits and Payments. When I reconcile the bank accounts, I use an Excel spreadsheet and start with cheques and then pay...0
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Add https://www.ezbusinesscardmanagement.com/ to pull Credit Card feeds
Our cards are serviced by https://www.ezbusinesscardmanagement.com/ I have filled out the form at Yodlee 5 months ago and have heard nothing0
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New Journal Entry View is too limited
With the new update, functionality has been lost. A user is now unable to see complete information on a line without scrolling, making it difficult to enter data and proof before posting. The ability to scroll through the lines is also more diffic...7
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Support EFT formatting for BMO (Bank of Montreal)
Most vendors prefer that payments be made via EFT instead of cheque. EFT formatting for some Canadian banks is supported in Financial Edge, but not for BMO (Bank of Montreal). We would like this formatting added so that we are able to use Financia...3
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Add folders in the Reporting Module
It would help everyone stay organized if we could create folders within the Reporting module to organize our reports. We do use favorites, but for me as an admin i use a lot of reports and it would be helpful if I could organize them.0
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Quick View needs to be added back to Financial Edge NXT > General Ledger Accounts
Financial Edge NXT removed the "quick view" functionality in General Ledger and I just wanted to say that this function was highly useful. It should be considered to have its place back in the software.7
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Bring back viewing receipts in Expense Mgmt
It was a real time saver being able to view receipts without downloading and now you have to cleanup all the downloaded files0
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Add export feature in Bank Feed section of Treasury - similar to that in registry
Allow for download of transactions from the bank feed, similar to that in the registry.1
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Key in GL accounts without waiting for drop-down menu to show the correct one
When typing GL accounts into a journal entry, account shows as "not found" if you tab to the next field too quickly, so you must wait for the correct GL account to show in the drop-down menu (or key in the GL with all the dashes) before moving on.4