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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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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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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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Please add M&T Bank back to bank feed
Please add M&T Bank back to bank feed. It was removed after recent Yodlee upgrade.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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Allow customer-account number to show up on check stub of A/P payments
Especially in a relatively paperless world, the customer ID is the key identifier that keeps our A/P checks from being applied to the wrong account by our vendors. Currently, if we want our customer ID to show up, we have to type in it every time ...0 Needs review
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Remove Inactive Payment Categories in FE NXT
Payment categories can be marked as inactive in FE, but they still appear in the category dropdown in FE NXT, which results in confusion. If they are marked as inactive in FE, they should not appear in NXT.0 Needs review
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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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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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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