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ADD "COINS" TO THE PAYMENT
When making a payment in treasury, add coins so they are listed separately on the deposit ticket. It is very useful when filling out a bank deposit slip.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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Allow undoing of bank reconciliation to make corrections
You should be able to undo a prior month's bank reconciliation to make corrections or reflect journal entries/reversals that were done later. You can make it so a high permission level needs to unlock it for security purposes.2 No Status
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bank register hard to scroll through
Should have more ability to scroll through without having to move to new pages. Like in database view. Sometimes have to see transactions from month to month easily1 No Status
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Can we export bank reconciliation activity to Excel?
Exporting bank recon activity to Excel is avaiable in database. Will this be avaialbe in NXT when database goes away?0 No Status
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import AP payments
There needs to be the ability to simply import payments against invoices. Having to enter payments one by one when payments are generated outside the system it extremely time consuming. This is especially needed for those who use their banking pla...0 No Status
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Bank reconciliation - allow drill down
This was available in database. It allowed me to drill down further into transactions that were summarized in order to find the detail if I have a reconciliation issue. Now I have to get out of bank rec, then try to separately go find that transac...0 No Status
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Workflow Request - Bank Rec
Edit Bank Adjustment transactions and View Invoice/Payment Transactions in the Bank Rec screen - this really hinders workflow to leave this screen so we can review or adjust pertinent information. An add button for new Adjustment Categories within...1 No Status
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Allowed to undo or reverse Bank Reconciliation Posting
I would like to have the ability to un-do posting of Bank Reconciliations or at least do not allow posting if any balances are off.0 No Status
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Add a deposit custom field so that when reconciling the bank accounts deposit can be identified by payer
It is hard to reconcile the cash receipts as there isn't a field for descriptions or payer.0 Needs review