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Using copy function in Web Invoicing on WebPortal, option to copy distribution information
When I use Web Invoicing and want to copy previous month's invoice, the vendor and amounts copy. I am forced to change everything but the vendor. I would like to have distribution information copy. Ironically the amounts copy, but that does change...0 No Status
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Please make the expense detail/purpose field travel from Expense Management to Payables. many of our users put lengthy explanations in this field and it is lost when it goes to AP. When going back to look at expenses historically - those explanations could be gold!!
many of our users put lengthy explanations in this field and it is lost when it goes to AP. When going back to look at expenses historically - those explanations could be gold!!0 No Status
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Make all the fields " Required" in the expense management
Make the invoice number field within an invoice request set to be required, so as the document date. When someone submits an invoice, they should fill out the invoice# and the document date and should not be able to submit it if these fields are l...0 No Status
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Create a summary feature for vendor activity reports.
Right now if I run a vendor activity report for the year it lists each individual invoice under the vendor followed by the total of all invoices. I wish there was an option to hide the invoices and only show the sum total because some vendors have...0 No Status
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Add Sales tax by line on expenses
We have different sales tax allocations and calculations by line on our expense items. FE calculates the sales tax on the invoice as a whole, on not per line, forcing many manual adjustments.0 No Status
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I would like to see wider Columns to show full detail
Descriptions especially are limited on the characters and this hinders how much information we have on the file (I have to put see file). Accounts and We have to make sure File names and numbers don't have Phase I & II of funds or expense codes.0 No Status
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when we first configured Blackbaud and converted from our old system all the information in our Tables were uploaded from files extracted from our old system. I have a large table to upload with about 1,700 entries. Is there anyway to put that in a table w/o having to manually enter?
Have some kind of an upload file to enter this information.0 No Status
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Change journal entry report
Please change the journal entry export report so there aren't zeros on every row. It's so hard to see which lines have debits vs credits now. Also, please remove the account name from the account number column. All of our text is now wrapping caus...0 No Status
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Make the "click on funding source to get debit and credit details" functional in the "Grants/funding sources with balances" Dashboard.
This dashboard is awesome for seeing the balance and summary activity by funding source. If something looks unusual, being able to go into the detail of what makes up those summary balances would be so much more efficient than having to run a sepa...0 No Status
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A way to process a down payment to a vendor for materials not yet received but a PO has been created.
Many companies require a down payment for materials that have to be ordered, especially for big purchases. Currently there is no way to process this payment and keep the integrity of the PO intact and accurately appropriate the funds. There should...0 No Status