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Bank Register Adjustments - option to post
It would be helpful under post status to allow us to post to the general ledger. This would have a lot of time exiting the bank reconciliation process just to post to the subledger.0 Needs review
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Allow the bank register in NXT to be sorted from newest to oldest with the correct bank balance corresponding.
If I look at my bank balance with the default view (sorting from newest entry to oldest) the balance is not correct. I have to change the sort to show the oldest transactions first, then page through many pages to get to the end in order to see a ...1 Needs review
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Add an Invoice vendor only populate 5 choices
When adding an Invoice - The list will only show 5 vendors to pick from. We have many Johnson's in the system and cannot get the system to populate if it doesn't show up in those 5. And we also cannot search by her first name (Tamra). When we set ...3 Needs review
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Validation report format - add logic for project ID and project description
In web view, there is only an option to either include or not include the project ID and project description for every transaction line on our batch validation reports. The validation report in the database view would only print project ID and pro...0 No Status
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Automation of JE from Bank integration
It would be great if BB could utilize the bank integration feed to automatically create the JE for items other than checks that need to be recorded using the transactions it already brings in to reconcile through the treasury module. Using the ban...0 No Status
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General Ledger Detail report to include summary totals by project code and grand total
Currently this functionality is only in the database reporting functionality, but a user friendly printable general ledger detail (or project detail total by account code) by project code total would be very helpful. It seems like that could easil...2 Needs review
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Edit Project ID after a transaction has been posted
It would be nice to go in and edit the project ID after the entry has been posted. I run into issues sometime when someone forgets to add the project code and then I have to reverse the entry and re-enter it.3 Will not implement
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Add drill down from account transaction view to source record
When looking at account activity, allow user to drill down to the source record of that activity. When looking at activity, we often need to see the full JE to determine what that activity represents or where the other side was coded. Unfortunatel...1 Needs review
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We need the capability to apply payment to two invoices without running a paper check in FE
We pay our checks at the bank and I need to be able to apply a payment or "record a manual Check" to both invoices entered into FE.0 No Status
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Add journal entry approver to post report
Auditors request segregation of duties. user 1 can enter, user 2 must approve, and user 1 can post. The current post report does not show who the approver was on the je, but does show the creater and poster.0 No Status