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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
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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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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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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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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
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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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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. -
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