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Debit balance should always display as a Positive and Credit balance as a Negative
It's extremely confusing to look up a G/L account and it says the ending value is a Negative amount, but it actually has a Debit balance.0 No Status
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Download Distribution Sets
Need to be able to download distrubiton sets to excel. This is helpful during audits and also when setting up a new year's distrubitions.0 No Status
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Adding Decription Field to General Ledger Report
When running a General Ledger Report, it would be very beneficial if there was a way to have the "description" listed on the report and not just the Reference. The description usually has more detailed information that is very helpful when running...0 No Status
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Allow General Ledger transaction queries to filter on a range of account codes not just on account description
This was functionality in the DB version and being able to filter on account code means that you don't have to enter an account range for every fund that you have in your GL. Say you want all transactions that hit a balance sheet account. It is mu...0 No Status
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Adding sorting levels for bank reconciliation
To improve the bank reconciliation process, it would be beneficial to implement multi-level sorting for columns. Since the transactions within a batch are shuffled randomly after posting is moved to the webview, this sorting capability can help ad...0 No Status
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Excel export option on Account Activity
Exporting data from the Account Activity screen (FENXT) directly to Excel would be extremely helpful.1 Planned
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Being able to add multiple Project IDs, deleting multiple Project IDs and changing the Status of Project IDs at the same time.
It would increase efficiency of our processes. When a new fiscal year starts we spend too much time making Projects inactive and deleting ones that we have not used.0 No Status
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Easy Creation/Edit of Account numbers
There should be a way to import new account numbers with all their attributes. Using the add multiple account numbers option does not work for me, each of our account numbers have different attributes making that option unusable. Even if I used th...0 No Status
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GL Account Activity - Sort by Debit/Credit together
In database view when you sorted by debit/credit amount, it sorted the columns together so you could see in and out activity of the same dollar amount. It now sorts all debits and then all credits, etc. Note: The bank register still sorts the old ...0 No Status
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Restore all Datatbase View Functions present on Jan 1 2023
We are having major problems with the Visual Chart Organizer being taken away in Database view. The web view does not allow to filter lines by Fund. There is also no ablity to search the whole template for GL account codes. You have to manually cl...1 No Status