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Running balance on the bank register should follow the date order correctly
The running bank balance starts with the top line and then totals as it goes down the screen. But the date on the register starts with the most recent at the top. (Which is good, I do not want to start with the older date and have always go tot he...0 Needs review
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Create an Upload for cash receipts input (integrate RE work with FE work)
Can we create an excel upload for cash receipts so that input for donations can be performed by Raiser's Edge Advancement team, and then Finance team can review input to upload to post cash receipts? To alleviate duplicate input of donations and t...1 Needs review
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Payee Positive Pay - Allow Increased Payee Font Size of 12
Currently the system only allows canned fonts of 8 or 10 for check printing, but in order to allow the increased security of Payee Positive Pay, banks require a minimum font of 12 to allow their system to read the payee. This may not be helpful fo...0 No Status
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Adding an "Attachment" column to the Bank Register/Credit Card Register
Just a simple "yes" or "no" displayed in the column. We are asking employees to attach receipts to their credit card adjustments, but when we review it extremely cumbersome to review due to having to click into every single adjustment in order to ...1 Needs review
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Bank Account Attachments
The functionality to add attachments to bank accounts. This would work great for attaching monthly account statements.0 Needs review
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Need ability to search by last 4 digits of bank account number. We have numerous accounts with very similar Account IDs which can make it difficult when searching for a specific account.
No description provided1 Needs review
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Import Bank Adjustments or Change Data Entry
Would it be possible to import bank adjustments? Or at least make the data entry go quicker, possibly a screen with multiple lines? As it is, you have to start over/exit for each entry and it is rather time consuming.0 Needs review
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Sticky views, where did you go?
This doesn't just apply to Treasury, but most views in NXT. We are promised in implementation & again in training that once we set our column views and sorts, the format will remain. BUT IT DOESN'T. Treasury is the worst right now, but this ha...1 Needs review
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Ability to Export Bank Register to Excel
It is really difficult to reconcile all the transactions since you can't sort by more than one column and only see a handful of transactions on the screen. If I could export this would make my job SOOO easy.1 Already exists
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Use alpha characters for eft, ach, & bank draft transactions.
Many banks add letters to their eft, ach, & bank draft transaction numbers. Financial edge only allows numbers in that field.0 Needs review