-
Check printing - internal control improvement needed
For internal control purposes, please improve check printing in FE NXT so the process is not to print checks to PDF. Check printing to PDF is NOT a best practice for controls. We have been told there is a limitation on web solutions, so please con...0 No Status
-
Allow Alphanumeric check numbers
We just started to use Paymerang and want our checks, issued through them, to begin with the letter P. This would allow us to differentiate between checks we issue ourself and those that are issued through Paymerang. Financial Edge NXT does not cu...0 No Status
-
Ability to add more than email to the EFT email remittance feature
When paying a vendor, some vendors request that the email remittance be received by more than one email address. Please update the feature to allow for this. Thanks0 No Status
-
Hide or sort inactive credit cards in credit card accounts
As new staff comes on board and others leave, the list of credit card accounts really start to add up. It can be challenging to sort through them all when adding or deactivating credit cards, or adding expense management users to the credit card a...0 No Status
-
Add More Filters in Treasury
Add more options to filter when processing payments. Need "added by" filter, so I can see my records (vs the many in the system created by others). Easier to find what I need to pay, then to page through many pages. We used to do this in DB View b...0 No Status
-
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
-
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,...
30
Future consideration
-
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
-
ability to clear transactions electronically using import file from bank
Please add the functionality to import a file from our bank to clear transactions electronically in NXT during the bank reconciliation process (as can be done in database).0 No Status
-
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