-
Filter date ranges in account / grant / project records
Many grants have different periods than the calendar year. This means that in order to take a quick glance to see where a grant stands, you have to take the first year totals and change the filters to the next year to figure out what is going on. ...0 No Status
-
The ability to unpost a posted JE
The ability to unpost a posted Journal Entry. It is makes things messy to sort thru when an error was made in a JE, and the only fix is to reverse the entry and start over. The ability to unpost and then edit is a feature I dearly miss from previo...2 Will not implement
-
Add balances on the project list screen
It would be very helpful to have columns with the balances for projects so you don't need to open each project to see the budget, revenue and expense amounts. That way one could set filters and then scan through the list.1 No Status
-
add column to show date that journal entry belongs to in order to view all journal entries by date to easily locate each
to easliy locate journal entries belonging to a certain month4 Future consideration
-
Copy header and detail lines on VCO templates
When building a VCO template, add the ability to copy a detail or header row. It takes a tremendous amount of time to assign various filters when creating a row, and very often there is only a small difference between one row and the next (a depar...0 No Status
-
Remove auto-Date and Description from Excel add-in for JE
When we create our long journal entries, we do this on an excel spreadsheet then copy and paste each column to the Excel add-in for Journal Entry. This is causing issues because we will forget to override today's date that auto-populates or to del...0 No Status
-
Allow for journal batches to print to pdf to send to auditors.
It would be useful to be able to print to pdf the journal batch with its attachment to be able to sent to the external audit group.0 Needs review
-
Alphabetize Journal Entry Options in Drop Down Box
When entering a Journal Entry it would be helpful to be have the "Journal" drop down list in alphabetical order.1 Needs review
-
Include database functionality for flexible JE Column user customization in FE NXT
The database view allows a user to move columns around when viewing a journal entry. Please include this function in NXT. Some of the columns in the middle of the view are not needed or as important as columns further to the right on the journal. ...0 Planned
-
Filter Feature on Post Subledgers is slow to populate
Posting was way faster in database view. Please make the filter feature load right away. Currently have to wait for all features to be available to then add filters.1 No Status