-
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
-
Batch Detail Report - Filter by GL Posting Date
Please add a filter by GL posting date to the Batch Detail Report in addition to filter by user creation and user posting date. It would be helpful to see the batches that posted to the GL as of a specific date or time period.0 No Status
-
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
-
JE Batch Creator Character Import
When importing a Journal Entry Batch through the Creator you can receive error messages if there is an unsupported character included in the Journal Reference string. To import the Journal Reference needs to be changed in order to import. You will...0 No Status
-
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
-
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
-
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
-
Grant Analysis Report not accessible in Webview
The Grant Analysis Report previously run only in Database View is not available in Webview. This report is vital to monthly financial reconciliation. The system upgrade communicated that all reports from Database view would transfer to Webview.0 Planned
-
Audit trail for deleted items - chart organizers and reports
When there are multiple system administrators in finance but custom chart organizers and reports are created specifically for certain admins to use, things can be deleted by mistake or by a user who doesn't know what the CO was for and there is no...0 No Status
-
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