Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT. If you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option,...

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...

As a report manager, it is extremely useful to have draft versions of reports that are not yet available to all and sundry. But I can't tell which ones are available to other users unless I open the report to edit, then go to save as... which is t...

Please add Default Distribution to the Vendor List columns so that we can export a list of all vendors and their default distributions. We are trying to identify which vendors do not have a default distribution and right now you have to do it one ...

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...

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...

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.

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...

I have created a Visual chart Organizer and would like to run a report that breaks out my accounts using the visual chart organized and then add a column for the activity by department. Or the ability to group 3 departments into one column and the...

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.