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Update Existing Vendor Address in Accounts Payable using Import or Globally Change Records
Currently, it's not possible to import a change to an existing vendor address. Rather, a new address is created. It would be nice to be able to update existing vendor addresses with related import IDs or have merge address function (same as Studen...0 Needs review
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Add payment options to the business rules for defaults to be set for all users
If this was done, defaults could be set for vendors under payment options that would allow you to not have to change them each time a new one is added. For example, each time we add a vendor we have to make sure to change the payment option from O...0 Needs review
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Add user name to read only notices in FENXT/FE
Read only notices should include the name of the user rather than a anonymous user ID number. This will allow a user to reach out to the other user if they need to get in to perform tasks that are urgent or time-sensitive.0 No Status
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Add new Payment Drop Down box
EFT is a functionality allowed in Financial Edge, however you must use the module and make payments from FE. We would prefer to allow the payment method be reflected when entering an invoice. This would aid in reconciling the account each month.1 No Status
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Ability to send EFT file to another person
Instead of the Accounts Payable EFT file being in the download folder of the person processing the EFTs verify where it should be sent. For our company the person that processes EFTs does not log into the bank and upload the EFT file.0 Needs review
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Add Default Distribution To Vendor List Columns
Please add Default Distribution to the Vendor List columns so that we can export a list of all vendors and their default distributions. We are trying to identify which vendors do not have a default distribution and right now you have to do it one ...0 Needs review
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Add the account code string to the body of the Cash Requirement Report
This needs to added for the reviewing process to be sure the invoices are coded to the correct general ledger account. I am new to this software and it was a feature on my prior accounting software, Sage MIP Fund Accounting. This is very useful, e...0 Needs review
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FE Accounts Payable query criteria media type is pulling FE GL media type
Trying to pull query from FE AP using media type as criteria but the media criteria shown is from FE GL. This is a known issue with Vendor queries in Financial Edge 7. At this time, no code changes are planned to address this in FE7. Please refere...0 Needs review
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Vendor import should be comprehensive
Every item in a vendor file should be eligible for upload. We are a small organization with about 1700 vendors in our 40 year history (not many). Over the next few weeks, we will add 1000 vendors due to a large CARES Act grant. Any item that is no...0 Needs review
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Exclude certain vendor check(s) from printing electronic signatures.
There are certain vendors in nearing all nonprofits that the automatic signature should not printed and that an executive should sign those checks manually.0 Needs review