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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
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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
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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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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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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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Save selected invoices when processing payments
Looking to see if there is a way to save selected invoices in the Treasury when processing payments so we can leave the page and return with all of the same invoivces selected, or another user can see which invoices have been selected for payment0 No Status