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...

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...

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...

Our cards are serviced by https://www.ezbusinesscardmanagement.com/ I have filled out the form at Yodlee 5 months ago and have heard nothing

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...

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.

As of right now, my company has to download and save 14 separate reports, attach those to 14 separate Emails, and then send them to our 14 departmental directors. It would be nice if we could automatically send those Emails with just a few clicks ...

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.