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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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Posting Credit Card Adjustments
When one of our team members has a return or credit on their credit card we have to code it using an adjustment category. These transactions should be posted through Cash Management. However, in the webview our Visa Account does not show up as an ...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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be able to add an invoice and post it now and pay it by credit card when it is due rather than immediately
Expensese need to post to the GL when they occur but they may be paid by credit card in 30 days depending on the vendor. You need them to be in your GL right away but not recorded on your credit card until they are charged.0 Needs review
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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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Pay Credit Card Option in FENXT
It would be really great to have the ability to pay the credit card balance from FENXT, rather than having to log into the bank directly.0 Needs review
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Allow multiple AP accounts in Credit Card Feed
The credit card feed in expense management post to a single ap account, and doesn't allow for different default accounts by fund as AP does.0 Needs review
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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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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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Credit Card Activity Download on Demand with Date Range
This request follows from difficulties I had as documented in Case 020367459. It would be very helpful if there were a way to download transactions for a specific card, for a specified date range, on demand. This would be very similar to the proce...0 No Status