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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
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We need a validate button when posting to the GL
It would be helpful to have a validate button on all imports/postings to the GL that way we can review the file load and it not be posted yet until we see it all looks right in the fields. Right now you get a brief posting window but then it posts...0 Needs review
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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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Export FENXT Chart Organizer
To assist in visualizing how a created Chart Organizer works, export all the information into Excel format that includes account details, filter parameters, etc.0 No Status
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In journal entry, sort by account number
When preparing monthly entries, I often have to add or delete lines from copied batches. It would be helpful to be able to sort by the account numbers.0 Needs review
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Copy sections in chart organizer
Ability to copy a detailed section in chart organizer then modify - eg. if doing a department report that has similar sections able to copy a previous department section then modify2 Needs review
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Export GL Setting Fund Codes
Please add an option to be able to export the details of the Funds page under GL settings. It would be nice if BB was consistent about allowing us to download all data like this to excel. Thanks0 No Status