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Credit Card Activity Excel Export
It would be really helpful if the credit card activity excel export could be more customizable -- there are additional columns we'd like to see. For example, we'd like to be able to see which general ledger account codes have been tagged to some o...0 No Status
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Submit new requests to have bank or credit card accounts supported by Yodlee - CLICK HYPERLINK TO SUBMIT REQUEST
Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT. If you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option,...
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Future consideration
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Please Bring Back the Preview Pane.
Bring back the preview pane! It is highly inefficient to download every single attachment in order to view it, especially when approving/recording credit card expenses each month1 Needs review
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Correct Date on Regions CC Feed
BB pulls all posted transactions and the date on the credit card feed in FENXT is the posted date. The issue comes in at the end of the month. If someone used their credit card on Friday 8/30 the post date is Tuesday 9/2. However, that charge is i...0 No Status
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Credit Card feeds to refresh on a schedule
It would be nice to be able to schedule the credit cards feeds to refresh rather than running them manually.2 Needs review
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Integrate Credit Card 'Credits' into Expense Management, rather than Payables
If there were a way to integrate 'credits' into the expense management work flow, rather than within 'payables', it would simplify the process for our users.4 Needs review
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Add a notification option when a user has a credit card charge open for approval.
It would be helpful if a notification could be added (as with the approver notifications) to notify a staff member when they have an open credit card charge awaiting their attention.0 Needs review
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When approving Credit Card transactions it would be great to see the DATE of the transaction (not the date the person coded the expense)
At the start of a new month, it is hard to tell if the transactions being approved posted in the previous month or the new month. For instance, when trying to close out July, if I need to prioritize my workload I could JUST look at and approve (or...0 No Status
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Record credit card transactions upon approval through Expense Management.
The credit card Expense Management process, as compared to the traditional Expense Management process, adds an extra step that requires us to first approve a credit card charge, then go into Treasury -> Credit Card Accounts -> Credit Card Ac...1 Needs review
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Giving Users access to Credit Card Activity WITHOUT Access to the rest of Payables or any other financial Information for the Company
We have multiple admins that maintain credit cards for their direct report. The problem we are facing is if they get a credit on their credit cards only Delegated Admins in Blackbaud can enter the Credit Card credits. This means a lot of extra wor...1 Needs review