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POST SUBLEDGER-FILTERS-SEARCH BY VENDOR ID
when i want to post; I go on general ledged-post subledger- i go on my post profile- i select filters- vendor- however I'm unable to search by vendor ID, it will only let me search by vendor name. Is their a way to change this? This would be extre...0 No Status
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Add Tab Functionality Back in FENXT - PLEASE
You can no longer tab to all fields when entering journal entries, A/P, etc. You can only tab within one line ... why was the ability to tab to a new line removed??0 Needs review
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Bulk change batch status
Currently, I am only able to validate or approve journal entry batches by selecting all of a certain batch status. I would like to be able to change the status say from "open" to "pending approval" for all open batches as I could in database.0 No Status
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Project Notes Search Box
Please add a search box to the project notes rather than just having a drop down box for note type. We have a ton of note types, so it isn't useful for us the way it is currently set up when you are looking for a particular note.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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Add a column to Journal Entry batches that shows the 'Post Date'
Journal entries are entered for different months ie: post dates. It would be helpful to see which entries are needed to be posted for a particular month/date as we try to close that month. The date posted is different and not important in this pro...2 Future consideration
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Bank Register Descriptions too long, journal reference settings are overridden
I'm trying to simplify the Bank Register Descriptions that the system assigns to entries that are automatically created from batch entry when the "automatically create bank adjustments" option is selected – especially for RE batches. All our RE de...0 No Status
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Web training for allocation management
This is a very confusing but useful module and there is no training available. The guide could use some more examples or case studies but an actual live web training would be best.0 Needs review
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Excel Data Format for Posting Subledgers
Please add the "Excel data" format for exporting subledger validation/posting reports.0 No Status
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Integrate Gift ID# from Raiser's Edge to Financial Edge to reconcile donations from both systems
If we could add an additional data field to FE from RE with gift ID# for reconciliations purposes, that would be great. Add to the GL Activity report to compare RE reports to FE recorded activity for proper inclusion in the GL0 Needs review