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Add export feature in Bank Feed section of Treasury - similar to that in registry
Allow for download of transactions from the bank feed, similar to that in the registry.1 Needs review
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Add Truist to Bank List
We need to add Truist to the Bank list in order to link it with Bank Feeds.4 Planned
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Remove second signature line on the blank check option
We currently print checks through Blackbaud, meaning that we just have blank check paper, and all the check information including bank routing and account #'s are printed when we print checks each week. It would be nice to have the option to remov...0 Needs review
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Add Bank Name as Column in Treasury Bank Acct List
The add will allow users to see a snapshot of which Accounts that are at different banks. We use many banks and find this information very useful.0 No Status
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Add the option to link multiple g/l account numbers to a bank account for reconciliation purposes.
Currently can only link one g/l account to one bank account. I suggest using a wildcard "*" to the g/l account field to capture multiple g/l accounts.0 Needs review
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Clear bank checks electronically in FE NXT via uploading bank QBO file
In FE database you can upload a QBO file downloaded from the bank with all the cleared checks to clear all of these check at one time. This capability needs to be added to the FE NXT version as well since we will be working in the future fully in ...0 No Status
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Make amount and descr columns memorizable in bank and register feed matching
It seems this should already be a function, so that every time I go into matching I don't have to reduce the date column, so I can reduce the amount column, then increase the description column, for both the bank feed and the register columns, jus...1 No Status
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Creating Cash Receipt Deposit in Web View - Tab out of Project Field instead of selecting from drop down.
Being able to key in the Project # and tabbing out of the field will make the process of the deposit go faster instead of having to select from the drop down. In database view, you only have to key in the project# and tab out of that field, the pr...0 No Status
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Default EFT Email Remittances
We need a default button for email remittances to go out each time instead of having to select the button each time. Sometimes a person might forget to check the box for email remittances. In lieu of a default for email remittances to go out autom...0 Needs review
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Edit Journal Reference in Cash Receipt Journal Entry
It would be very helpful to be able to edit the journal reference in a cash receipt journal entry to include more meaningful information. This reference appears in the General Ledger Report that I use daily to reconcile our bank account and for a ...0 No Status