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Bank Account in Cash Receipt Deposit automatically populate in Web
In database view when creating a cash receipt deposit, the bank account is set as a default. Can it be set up that way in web view where you don't have to select a bank account each time you process a deposit?1 No Status
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Voiding One-time Checks in NXT
Right now there is not an option to void a one-time check in web view. We use one time checks so we do not clutter our vendors with patient refunds.0 No Status
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Treasure Field color coding - Debits vs Credits
Although filters exist to view specific record types, a user should be able to color code Debits vs Credits for cross compare on a full page to match items. This is a feature in DB view, it would be great to do the same in Webview for reconciliati...0 No Status
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Miscellaneous Payments is a poorly chosen phrase
This terminology suggests something out of PAYABLES not RECEIVABLES. Miscellaneous Cash Receipts would have been a far better term!1 No Status
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Sorting of Bank Account List in FE NXT
I would love it if there were a “sort” option in the filter settings for the bank account list. That way, I wouldn't have to re-sort the accounts every time I open the list. (Thanks!)0 Needs review
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New Bank Recon Environment
I am reconciling February bank statements to our accounts and I have found the new recon environment to be quite cumbersome. It seems the Treasury lists are no longer sticky, so all the sorting and column resizing disappears as I navigate through ...2 Needs review
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Cash Deposits Entry
It would be awesome if the feature to provide matching critereia for the account, project, and grant could be removed when entering cash receipts. I already know the account codes for the deposit and have found it takes me almost 3 times as long t...0 No Status
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Date Reconciled should show up on Excel download for Bank List View
Date Reconciled should show up on Excel download for Bank List View -- all the other columns already show up on the excel version. This is helpful for sorting and keeping historical reports.0 No Status
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Bank Reconciling - adding just a Save button , enable automatic saving while in reconciling
There needs to be add just a Save button option so you don't have save and close each time. Also, since NXT is a web based version and the tab on browser can be closed accidently when in other tabs on the browser it would be a good idea if the web...0 No Status
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Add First Citizens (Commercial Advantage) for bank feeds - currently not supported by Yodlee
Our banking is done using First Citizens Bank Commerical Advantage. As this is not supported by Yodlee, the bank feeds to FE NXT will not work. Please have Yodlee support this so that the bank feed feature will work! First Citizens is a regional b...1 No Status