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Navigating to a journal entry record that needs to be edited
When editing a record in a large batch of journal entries in FE NXT, it would be helpful to have the ability to search or filter to it like you can when you are viewing records. It can take a long time to scroll through hundreds of records and fin...0 Needs review
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I would like to be able to drill down into the transfers in the project activity tile.
We can currently drill down into the revenues and expenses, but transfer activity is not available there This can be done in database view. Will this be implemented in webview?0 Needs review
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Add a Grantor field to the grant record
Since there is no grantor field in the grant record, I use the description field to put the full grantor name. But then I have no place to enter a description of the what the grant is for that will show on the NXT view. If there was a grantor fiel...0 Needs review
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Add Column in JE batch list for ALERT
I love using the Add Alert function in Journal Entries. I use it when I have JEs I have prepared but need to check final numbers before posting. It would be great if a column could be added in the list view to indicate if an alert is present on a ...0 Needs review
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Allow "dark" or "night mode" view
Many systems now offer a dark or night mode to ease eye strain. It would be nice if FENXT offered this view. -
Allow closing to multiple net assets accounts - predefine by revenue or expense codes
Ability to define the net assets account when setting up an account, and have it close to that rather than one default one per fund. Example: We have 2 funds - with donor restrictions and without. We also have multiple net assets classes in both o...0 Needs review
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Send journal entry approvers and email when JE status is marked as "Pending Approval"
It would be very helpful if journal entry approvers received emails when journal entries have been entered and their status marked as "Pending approval". Similarly in Expense Mgmt when approvers receive emails when invoices are submitted, this wou...0 Needs review
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Add the option to globally update account descriptions when account codes are revised
As charts of accounts evolve and GL account descriptions are updated, it would be nice to be able to change the account code description once in the Setup and then have the ability to pull that new description over into the individual account desc...0 Needs review
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Project cash balance is not adjusted when credit memo is added
projects are required to balance. when credit memo is added, cash is not credited back to the project that is owed the credit. Instead, the cash is credit proportionally to the projects on invoice being paid.0 Needs review
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Projects - Be able to filter for multiple periods when viewing Project transactions
This capability was recently added in FENXT Accounts -- when looking at transactions recorded on an account, you can filter to see multiple fiscal periods at once. When looking at transactions in a Project record, you can only select one fiscal pe...0 Needs review