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Edit account coding on credit card transactions
When credit card users record the expense the only way to correct the g/l coding is to "unrecord" the transaction. This removes all descriptions and receipt attachments. It is unreasonable to assume that non-accountants will always record the tran...0 Needs review
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Multiple Credit Card Charges Submitted in One Invoice
To avoid a month's worth of credit card charges being approved individually (which could mean hundreds of transactions a month) we would like to be able to save each coded charge and submit them for review in one individual invoice request that wi...0 Needs review
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Credit Card report
Need a report for audit purposes that outputs who submitted, GL posting account, who approved, confirms that a receipt was uploaded, and with a live link to the view the receipt for at a glance.0 Needs review
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Allow user to see credit limit and online balance
We are using blackbaud p-cards and Expense Management is the only access our cardholders have to their card information. It would be very helpful if they could see their assigned limit and online balance the same as we can see it in Treasury.4 Future consideration
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FENXT credit card activity to make the required vendor field more simplified
Maybe this looks like.. being auto-filled since the name of the merchant is automatically recognized? As an organization we decided to make this field more of a category than a vendor. Like "restaurant" for example, rather than Chick-fil-A. With t...3 Needs review
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Need to see the Name of the Credit Card when approving transactions, not just the person who submitted the transaction.
We have administrative assistants who support multiple people, which means multiple cards. Currently, the only name that shows up on pending transactions is the user name of the person who submitted the charge not the name of the card holder, so i...0 No Status
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Option to automatically add credit card vendor info from statement
In instances where there are credit card vendors that are not vendors FE, it would be helpful if there was a way to automatically import/add vendor information using the vendor details from the credit card statement.1 Needs review
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Ability to change bank associated with credit card
It would be helpful to be able to change the bank associated with each credit card. Currently it can't be done and causes issues to start all over.0 Needs review
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P-Card posting Personal Expenses/Credits/Adjustments
We can not post Credit Card/P-Card Personal Expenses/Credits or Adjustments in FENXT with out doing it in Database. Please add P-Card/Credit Card Account, like a bank account to Cash Management in FENXT to Post. FYI, there are no instructions any ...0 Needs review
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Check to make sure client bank accounts are added during design or testing phase.
If we didn't have to wait until "go live" to figure out our credit card accounts weren't already added it would save 1-2+ months of frustration while waiting on someone to add it. This could have been figured out during testing phase at the very l...0 Needs review