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Change/Update Passwords for WebPortal Users
We used to be able to manually update WebPortal users' passwords in Database and that ability no longer exists now that Database no longer exists. There are staff members that aren't getting the reset password emails and it's difficult to set up n...No Status
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Report Filters need a drop down or view all options available
Right now, to search for the right filter, such as Project Department, we need to know the name of the Project Department before any options appear. What if we don't know the name of the department? Many are abbreviated and if we don't know a lett...No Status
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Option to Split Reports into Multiple Separate Files
When you choose to split a report, it splits the report up inside the total report. Which would work if you were going to print out a paper report, and separate the pages yourself, but in 2026, we're printing to PDF files and emailing them and sto...No Status
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Scanned by AI should only be available for Generated Invoices
When you add an invoice in Expense Manage, "Scanned by AI" is now an option in the attachments dropdown. That option should not be available to select; it should only be added when someone uses the Generate Request feature. We have not released th...No Status
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Ability to rearrange AP invoice screen itms
I would like to be able to rearrange where items appear on our invoice screen. For example, I would like to move up to right under the distribution area the custom fields selections.No Status
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Improve Entering workflow of Bank Adjustments
When entering a bank adjustment, the Post date does not automatically default to the transaction date, requiring you to enter the date again. After saving an adjustment, you are taken out of the adjustment workflow and need to navigate back to t...No Status
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Vendor Dropdown
It would be really useful if the vendor dropdown list wasn't limited to 5. We have a lot of contractors that have common last names or first names and it would be nice to select from more than 5.No Status
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Expose Import IDs for All Related Records in Query
Financial Edge NXT should expose the Import IDs of all related records as Query output fields wherever those identifiers are already available through Import or Export. Currently, Import and Export may expose an Import ID for a related record whil...No Status
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Add Debit, Credit, Net totals in top right of Account Activity
In FENXT, when I am looking at account activity, it would be great to have the totals for the filters used in the top-right corner. For example, if I look at account activity for donations and filter for one specific Project Description, it would ... -
Recurring AR invoices - Fixed without having to create an additional invoice
FENXT removed clients from the database view. We still used database view to change and create recurring AR invoices for clients. In order to stop a recurring AR invoice in FENXT you must generate one additional invoice past the month you're tryin...No Status