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Allow importing of csv Budget files in NXT
I've been uploading Budgets to FE7 as csv imports for a very long time, and I've got it down to a science. Having to re-create these in a 3rd-party app in order to use the NXT interface is a supreme waste of time, if I have multiple csv templates ...6 Reviewed: Need Further Info
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Edit the budget for an account while on the account page.
Previously in database you could edit the budget scenario for that account while looking at that account. This saves time because I dont need to edit the entire budget scenario just for one account.0 No Status
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Budget periods distribution on a Quarterly, Semi-annual or annual basis.
Ability to have the option to distribute budget as a quarterly, semi-annual or annual basis. Our organization expenses fluctuate highly during our fiscal year and having the budget distributed with the current options has been an issue with pairsoft.0 No Status
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Change the name of a budget
In the database view you could edit the names of existing budgets. In NXT you cannot.0 No Status
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Allow budgets to be allocated based on last years actual
No description provided0 Planned
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Fix the ability to email financial reports to your staff
For years we have been able to email monthly financial reports to all our staff in Financial Edge. That option still exists in FE_NXT, but it does not work. Outlook does not trust the program attempting to send emails, but it is your software and ...1 Needs review
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List the number of chosen Scenario IDs before merge.
Can we get a count of how many Scenario IDs are chosen before we merge? It would be great to have a count of the Scenario IDs chosen before clicking merge because while merging a lot of scenarios on different pages, I have to count the scenario id...0 No Status
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Make Account Description a Default Column in Budgets
The Account Description column must be added to every budget, and then dragged across the budget file to be in the best position. We have over 60 budgets and this is terribly time consuming1 Planned
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Budget by transaction code
I would like to be able to budget by my different sites, which are set up under Transaction code 2. We can budget by Project and Grant (which is a transaction code). Why can't we do it by more of the transaction codes?0 No Status
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Don't Allow Budgets to be Created for Projects/Accounts that are in INACTIVE Status
Currently Financial Edge is setup to allow budgets to be created for projects and accounts that are marked as "INACTIVE". This seems like a significant control issue and it definitely impacts reporting.0 Under consideration