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Submit new requests to have bank or credit card accounts supported by Yodlee - CLICK HYPERLINK TO SUBMIT REQUEST
Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT. If you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option,...
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Future consideration
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Cash Receipts Account Distribution report
I use this report to compare to the cash receipts post batch validation report prior to posting the cash receipts subledger, as well as to reconcile contributions with our Development team. Please consider keeping functions in database view until ...0 Planned
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Drill down to invoice from payment processing
In Database view, when creating checks, I can drill down to the invoice if I need to adjust a description or choose "create separate payment for this invoice" if that got missed during original input. Now I have to go all the way out of payment pr...0 No Status
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see vendor emails that are sent
It would be helpful to have a view of the email that was sent with the remittance. This helps when you have a payment inquiry.1 No Status
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Add ability to adjust & keep column width formatting on bank account registers
Having to adjust the column widths every time you go into bank registers is annoying and unnecessary- the new screen formatting took the system backwards instead of forward.9 Needs review
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CPA 1464 file generation
In the destination ID , when generating EFT file for 1464 file. It has a field asking for destination ID, with our bank there are 2 leading zeros. When the file generates the leading zeros disappear and there for the file isnt accepted by our bank...0 No Status
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Provide layered sort levels
Database view had, in many places, layered sorting. For example in the check register first sort by type and THEN sort by date. A simple one-field sort is not enough.0 No Status
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Ability to attach monthly bank statement to bank record
The statement from the bank would then be available in FENXT without having to navigate somewhere else to see it. This would be helpful to our auditors who asked for access to FENXT. They also want to see the statement from the bank. It would also...8 Needs review
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Ability to export transactions in Banks Reconciliation process to excel
Currently in database view it is possible to export transactions directly to excel, then use excel to filter, group, and reconcile with a bank account. With the move to total web solution, this functionality is needed in web view.1 No Status
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Clear multiple bank register lines at once in FENXT
In FE database view, you can highlight multiple rows within the bank register and clear them at once. In FENXT, each bank register row must be cleared one by one. It would be great to have the same functionality in NXT that is available in database.2 No Status