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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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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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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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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
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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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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
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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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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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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
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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