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Editing Distribution Sets in FE
It would be great to be able edit and insert lines in a distribution set. New employees, changes to accounts that you want in a certain order. Inserting lines where you want them would be helpful, rather than starting the whole distribution over. ...0 No Status
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Refresh Allocation Table in NXT with new projects
I have been unable to refresh the allocation pools in NXT. When I add new projects I have to go to Database to refresh the allocation pool before I can run it. If the allocation pools can't be refreshed and updated, they are not of much use.0 In Progress
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Ability to update post date of allocations
Allocations are worthless in NXT without the ability to change the post date before creating the journal entry. Currently, the post date can only be changed in database view or in the journal entry itself which is cumbersome.0 No Status
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Create a field in Financial Edge that links to Campaign Codes in Raiser's Edge
We rely heavily on our Campaign codes in RE. Unfortunately, there isn't a linking field in Financial Edge. It would make posting to the G/L and reconciling easier for us.0 No Status
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Moving Allocations from database view to NXT
It would be great if allocations could be moved from database to NXT. Right now the database takes a long time and is not very user friendly. Thanks!0 No Status
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Web training for allocation management
This is a very confusing but useful module and there is no training available. The guide could use some more examples or case studies but an actual live web training would be best.1 Needs review
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Need to add distributions in Journal entry in NXT
We need to be able to load a distribution from the table in Journal entry. this functionality exists in database version, but is not in NXT and is badly needed.0 No Status
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Add an adjust credit memo feature like there is for adjust invoice.
Well this just came up today that a credit memo got applied to the wrong general ledger account. In chatting with support I either have to do a journal entry to back it out of the incorrect gl and credit the correct gl, or I have to un-apply the p...1 Needs review
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I'd like the ability to be able to copy a distribution set and create a new one.
I need the ability to copy last fiscal year's distribution sets (there are many) and create new ones for the new fiscal year. Manually adding these distributions each year is very time-consuming and not very efficient! I used to be able to copy th...0 No Status
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Allow Distribution Sets to be entered in $ rather than only % - or increase the decimals allowed for %.
We are unable to use this for uploading distributions for endowment monthly investment changes because it forces rounding changes that are significant for some endowments. Allowing the entering of $ or percentages with more decimals would reduce t...0 No Status