-
Add account distribution to Excel Add-In
Currently Cash Management Distribution and Transaction Distribution are available. We need to import lots of credit card charges into AP as Invoices and the cash management distribution isn't an option for import. But the account distribution is.1 No Status
-
Recurring Invoices for Monthly Expenses
Would like to be able to use Expense Management (or Payables) to create recurring invoices that will automatically generate at a set time each month, give me an opportunity to update and add attachments, then submit.0 Needs review
-
while looking at invoices to approve, would like to also see the GL Expense ac & fund description that the expense is being charged to rather than opening each invoice
would like to see that the coding entry was correct while reviewing for approval rather than open each invoice.0 Needs review
-
Edit Credit Card Transactions
Would love to be able to edit recorded transactions for credit card activity. It looks like if I need to change it now, I have to delete it and start over.1 Needs review
-
Vendor List Export does not include all address informatoin
The Vendor List export does not lincldue all address information. The web view details the full address block, but the export only includes Address Line 1. Please include columns for Address Line 2, City, State/Province, Zip/Postal Code, and Country.0 No Status
-
Plug-in for uploading AP invoices
Entering our monthly credit card bills with descriptions and account coding is very time consuming and tedious. We also have the same issue with expense reports. We have pages of data to enter. The source data is already in an excel file. I wish t...0 Needs review
-
Add configuration to pick EFT payment options
Currently, the EFT payment date is generated from the due date of the oldest invoice in the payment group. This may work for smaller organizations, but larger organizations, like the UConn Foundation, pay LOTS of invoices via EFT and would expect ...0 Needs review
-
Mark and invoice paid by ACH or Credit Card
Right now, you can only update an invoice to be paid by credit card or ACH if you are initiating the payment in blackbaud. If you pay something on the vendors payment portal or by phone, there is no way to mark an invoice as paid.1 No Status
-
Default Payment Date Option for "Tomorrow"
With the growing number of EFT payments, we are seeing an increased need for payment dates to be the following day that we issue check payments. This leaves a lot of room for human error. It'd be nice to have a payment date drop down to include "T...0 No Status
-
Return longer account description boxes
Before the recent upgrades, we would always be able to see our full account code descriptions in NXT invoice request approval. After the upgrades, the text boxes are very short, so we can't always see the back half (or more) of our descriptions. W...0 Needs review