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When paying expenses from a project, have the system see if there is enough in the cash or investment line to cover the expense as these account balances can change daily. Should be able to make that choice in Business Rules.
We have experienced overspending in some of out projects. We do not set up budgets for over 500 projects, which would not help if we did. A warning should pop-up if the expense amount is greater than the available cash account and/or the expendabl...2 Needs review
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Ability to run an AP report that shows how much is left to pay in each fund
No description provided1 No Status
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Post Parameter no longer has the ALL option
In database view, we were able to set the post parameter to all, but NXT doesn't have that option. -
Ability to Add Terms on a Day of the Month Basis - Accounts Payable Module
Several of our vendors have terms that make invoices due on a specific day of the month. Financial Edge doesn't currently have the ability to add terms in this manner. I have run into this issue with taking discounts by a specific day of the month...0 Needs review
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You should be able to delete old vendor addresses.
You should be able to delete/inactivate/hide old vendor addresses. Our vendors move so we do have to update this information but to clean the database it would be nice if these old addresses could be deleted. Also, helpful when running a vendor qu...2 Needs review
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Ability to show who approved invoice in History within the invoice or as a query on database
For external audit purposes, it would be helpful if there was a way to see who approved invoices. This information should be viewable either within the invoice detail as an audit trail, or at least available as a query, similar to seeing who enter...0 Needs review
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AP Invoice Approval Integration
It would be amazing it the system allowed for Invoice approvals for different users on a limited bases. For example, invoices for the facilities department get approved by the facilities manager within Blackbaud, and this manager only has access t...0 Needs review
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Add a single transaction to record refunds from AP vendors
Currently there is no way to record a refund from a vendor in AP so that it shows up in the AP interface and properly integrates with treasury, bank recs, and 1099s. Or, that is, to achieve that you have to do a three step work-around involving no...0 Needs review
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Approve Pending Invoices Without Having to Select Actions Menu First
A recent update made it so one can no longer just select Approve when reviewing pending invoices under payables. Now you have to click Actions before you can click approve. Many of the recent updates require additional clicks/actions before being ...0 Needs review
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Add the field "Reversed Post Status" for invoices
When checks are voided - there is a reversal status/date field and you can query on them - to see if the void was posted. However, when reversing/deleting invoices there is not a field dedicated to the reversal status. This eliminates the ability ...0 Needs review