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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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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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Configure default encumbrance and journal for all transactions
Being able to configure default encumbrance and journal for every journal entries created to save time.0 No Status
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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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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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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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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
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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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Add an adjust credit memo feature like there is for adjust invoice.
Well this just came up today that a credit memo got applied to the wrong general ledger account. In chatting with support I either have to do a journal entry to back it out of the incorrect gl and credit the correct gl, or I have to un-apply the p...1 Needs review
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Edit Project ID after a transaction has been posted
It would be nice to go in and edit the project ID after the entry has been posted. I run into issues sometime when someone forgets to add the project code and then I have to reverse the entry and re-enter it.3 Will not implement