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Limit access to specific vendors in NXT
As I am setting up access for our VP's to run reports, see vendor records & paid invoices, etc., I am realizing that our VP's will have access to ALL vendors or NO vendors - I can't restrict access to specific vendor records. A few of our VP'...0 Needs review
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Set up rights to an user to approve invoices without the rights to edit all the rest of information
We would like to have a way to give rights to an user to approve AP invoices without the option of editing all the information within the invoice. Currently if an user have rights to approve the invoice they also have rights to change the amount, ...0 Needs review
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Sorting and folders available for security groups.
Currently, there is no way to sort or organize security groups; they are listed in the order that they were created. This has quickly become a problem after implementing Expense Management and using security groups to assign approval rules to spec...0 Needs review
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Trash for deleted transactions and journal entries
Users may accidentally delete a transaction or journal entry. It would be useful to have a trash were these items can be restored from. Many cloud based file platforms have a trash that will retain documents for 30+ days. Something like this would...2 Needs review
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Create a list of active users
I have been trying to get a list of my current/active users in FE 7 and even with support we couldn't get it, all we can export is a single user profile.0 Needs review
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Centralize user account creation.
We have 166 active users in FE due to granting Expense Management access to campus entities that have accounts within the University Foundation. It would be beneficial to have the ability to set their email address in database view at the time of ... -
Add a history of changes for code tables
Add a history of changes for code tables to help troubleshoot and reference code changes over time See Blackbaud Case number 017836211 for more info.0 Needs review
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Approval levels for journal entries
We would like to be able to assign approval of journal entries to various staff members either by types of journal entries or $ thresholds. This will help alleviate bottlenecks in the workflow by assigning responsibility with thresholds or by type...2 Needs review
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Limit Grant Visibility Similar to Project Code Visibility
Currently our organization is ONLY using Project codes to track Grant. This is not utilizing FENXT to it's fullest potential. One issue our Admin has is that anyone who has access to view grants can view grant from ANY location or ANY Grant. I wou...1 Needs review
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Add restriction abilities to Transaction Codes (table entry item)
Our organization utilizes two transaction codes in the Admin section of Financial Edge (database version) (located in table entries). One is set up to track grant activity, the other is set up to track grant match activity. We would love to be abl...0 Needs review