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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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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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Financial Statement page break option from chart organizer
Have the ability to set page breaks in the chart organizer for financial statements. Option is available in FE7 but not FENXT. Having the ability to page break makes processing and printing financial statements cleaner.1 Needs review
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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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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
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Showing Account #'s for all General Ledger Rows in Detail Data Export
When you export general ledger details from Data-Base view each line item shows the general ledger account assigned so that if you sort the data you will still be able to identify which account the item posted to. This is helpful for reconciling a...0 No Status
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Enable attachments on line items in JE batch
When looking at backup for particular deposits, it would be great to have a copy of the check & paperwork right with the line instead of in a lump on the batch.0 No Status