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Multi period reports
We need Income Statements, Balance sheets and the like grouped by month quarter, or year. The user should be able to input the cate range, and FE would create the required columns. Now I need to create each column manually, and each moth you need ...1 No Status
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Reporting date updates
Allow easier way to update reporting in Financial Edge each month. We use custom reports by project and you have to click in each report and update the columns with the new date each month.0 Needs review
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Expense Management Submittal Report
In an effort to zero in on employees struggling with their invoicing, it would be helpful to have a report of original submittal date with invoice date & payment date.0 Needs review
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Export excel files efficiently
We need to be able to export excel files from the database in order to review the data and utilize it. I cannot export it without remapping the file every single time and when you are reviewing hundreds of accounts, it is ineffective and time cons... -
Filter in Chart Organizer to include "Exclude" projects (currently can only include projects)
Would be so helpful. We have one project we report on a separate line in our report. Could exclude in the normal expense categories (mission, fundraising, admin expenses), then add an additional expense group just for that project (or multiple) an...0 No Status
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Add tabs for types of reports in FENXT
Along the top of the reporting page there are tabs for "all reports" "recently run" "favorites." You can also create tags for the reports. There should be a way to create new tabs along the top and save that view. That way I could create a view th...0 Needs review
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Add a toggle on the first vendor screen to indicate whether there is a W9 in the file.
We need a way to run a report that shows vendors that do not have a W9 in their file.0 No Status
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One click to export reports
Previously there were multiple buttons to export (PDF, Excel, other?) but now there is one with a drop down (up) that you then have to choose how to export. This creates twice the number of clicks to export a file. It's not hard, but I just export...0 Needs review
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Export columns for Project financial activity and Project fields in one report
We have lots of Projects, and we run lots of Project based reports where each row is a different project, and the columns share a lot of financial summary info for the Project (such as Beginning Balance, Income, Expenses, Gifts, Transfers, Net Cha...0 No Status
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Export to more recent versions of Excel
The ability to export reports to a version of Excel that supports Autosave would be much appreciated. It is a definite annoyance to have to remember to save every exported report in a more recent format.0 No Status