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To have the ability to import Excel data into the Split Distribution section of a recurring amount batch in FE NXT
I suggest having an import option in the split distribution window of recurring amount journal entry batches to allow one to bring in already created Excel data. For example, if the split distribution format is set up as: column 1: amount, column ...0 No Status
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Create a new fund & accounts by copying an existing fund & its accounts.
It would make it more efficient to be able to copy (like a template) an existing fund with its accounts to a new fund with accounts versus setting up funds and accounts manually.0 No Status
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Ability in Chart Organizer to automatically generate and replicate sections based on an applied filter, replicating by selected values of that filter
The ability to set sections or levels of a report to replicate and show data by specifically set fields and filtered values of that field will allow an organization to use a report and chart organizer without the need to modify when a reporting un...0 No Status
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There needs to be a warning when 2 users are editing the same journal entry at the same time in web view.
In NXT web view, more than one user can open and edit the same journal entry at the same time without a warning. This creates an issue with multiple users working at the same time. There needs to be a warning when 2 users are editing the same jour...0 No Status
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Allow Scrolling to See Entire Journal Entry
Allow users to see the entire journal entry on one screen. Like in Database. Don't make users click to another page, or through multiple pages, to find the activity being referenced.0 No Status
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Add description to chart of accounts
Add a text description of each account in the chart of accounts to inform users what to charge / record in the account.0 No Status
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NXT webview Action Tile should send a notification when new Action is added
The Action tile in FE NXT webview for General Ledger Grants should send a notification to the person the Action is assigned to. This will be useful for our Grant Writing Team so that different Actions can be assigned and the person will receive an...0 Needs review
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Have alerts on accounts pop up when booking journal entries
Some alerts may that a student shouldn't be billed as they are a scholarship student OR not to use a certain project without talking to X individual first, etc... we don't always review each account when booking journal entries and it would be nic...0 No Status
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Add Beginning Balance and ending balance on List view for Accounts and Projects
Add Beginning Balance and ending balance on List view for Accounts and Projects - it helps to not have to pull a report or click into three or four different accounts when I can just scroll to see- it would also be nice to export from this data in...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