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Approval path viewing
It would be beneficial to see where an invoice is "stuck" on the approval path. This can be viewed by either the creator of the invoice request/expense as well as anyone with a Supervisor or proper security rights.0 Needs review
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Allow Expense Management Users to Export Their Credit Card Activity to Excel
It would be useful for individual card holders to export their own credit card activity into excel.1 Needs review
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Bring Back Distributions to the Screen for Expense Management
We now have to click "Edit Distributions" in order to update fields which regularly change across departments (particularly related to contracts). This is slow, and results in human error for the less savvy users (they won't click that link to get...2 Needs review
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Expense Management Weekly Approval Date - Please allow choice of day
We are running our credit card expenses in expense management and I love the ability for Blackbuad to send the users a reminder to approve the requests. Unfortunately, the defaults (Monday & the 1st of the month) do not work well for our organ...0 Needs review
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Add Budget Checker interface to the Expense Category distribution when creating and approving an invoice request.
In WebPortal's WebInvoice you can check the remaining budget in an account when creating an invoice. This same feature should exist in Expense Manager when creating an invoice request. The Approver should be able to see this as well.3 Needs review
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Create a report that shows all the approvers per invoice
It would be helpful if we could run a query or report that would show us who originally entered the invoice and all the approvers for each invoice. Currently we can run a query that shows who was the last approver (by using the "added by") and who...0 Needs review
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Bank feeds workaround
Blackbaud should make a workaround so the credit card functionality can be used when the feed does not work. We should be able to use import process where we can export a transaction file from the bank's credit card web portal and import into expe...1 Needs review
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Expense Details in invoice review window
The expense detail field in the invoice request does not appear in the invoice review window for accounting in NXT, but it can be seen in the FE Database. Most of our review is done in NXT and it would save time if that field was available for the...2 Needs review
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When will the Purchase Order tab will reappear in our Financial Edge webview software?
Why do we have a PO system in FE DBV and have absolutely nothing in the FENXT? We pay for it. We once had it but now it's gone. When will it return?1 Needs review
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Expense module please make the notes section carry through to AP
we need the notes and details to carry through to AP. the description field isn't long enough.0 Needs review