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Ability to Apply Distribution to a Portion of an Invoice vs The Entire Invoice
Currently, if you have an invoice that requires the use of multiple distributions for different amounts, you have to manually enter each distribution. It would be helpful if you were able to apply a distribution to a specific dollar amount on the ...0 No Status
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AP Line Item Description
Another change I think makes more work is under the line item in AP - the description - When I tab over to the description, it used to highlight it and if I was copying an invoice, I could just hit delete or copy my new description in, now I have ...0 Needs review
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Link product records to Purchase Orders in Web View
Currently in web view, there is no link to our already existing product records for item #, description, UOM, and saved disbursement accounts. To have to manually enter that information for every line will add to the time it takes to create PO's w...0 No Status
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Allow admins to see unapproved invoices
Not being able to see unapproved invoices makes AP management difficult. Staff often ask about the status of their invoices but if the supervisor has not yet approved, I can't see the invoice at all. We should be able to see that it is in pending/...1 Needs review
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Add Transactions Codes on the fly
In FE database view, while adding an invoice, if I need a new Transaction Code I can enter it on the fly in the appropriate field. The system will ask if I want to add the code and I say yes, or no if applicable. This is a much faster method of ad...1 No Status
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Support EFT formatting for BMO (Bank of Montreal)
Most vendors prefer that payments be made via EFT instead of cheque. EFT formatting for some Canadian banks is supported in Financial Edge, but not for BMO (Bank of Montreal). We would like this formatting added so that we are able to use Financia...3 Needs review
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Implement some kind of "FAST" in NXT like it was in the Database.
It is a big time saver to enter invoices in FAST in the database option> I would love to see this as an option in NST.0 No Status
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Mass field change
In database you were able to select an attribute field and mass change it from one entry to another (in this case change a signer on multiple funds into a new signer). This was done through the configuration tab in AP. In webview there does not se...0 No Status
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Record / void unused checks
In the DB version we can record unused checks but there is no option for this in the new web version. With the DB version going away soon, it would be great to have the option to void unused checks added to the web version.0 No Status
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Search other ways for vendor
Should be able to search for a vendor other then the vendor name and ID. Like by the dba name or address.1 No Status