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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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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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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
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Ability add Bank Adjustment type "Transfer" from matching screen
When on the "Match transactions for [bank account]" screen in web view, there is a feature where you can select a transaction from the Feed on the left, and choose "Add adjustment". This is integral to our daily reconciliation. However, if the tra...1 No Status
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Actual Clear Date for Checks/Deposits for Bank Recon
I'd like to request that on FE NXT bank reconciliation will allow us to put the actual clear dates for checks, deposits and adjustments.0 No Status
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Add Voided as an option in the Columns selector
Our Treasury Manager is frustrated when searching for open deposits to continually run into deposits that have been voided but not closed. Having the option to select voided in the the column customization would be a real timesaver.0 No Status
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Shortcut for processing payments
Add a shortcut for processing checks like there is for deposits and new misc payment0 No Status
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Ability to jump to last page of a bank register
To get the bank balance as of a certain date, I sort from oldest to newest and have to scroll through many pages to get to the current date. Please add a "Jump to Last Page" for bank registers.0 No Status
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Bank feeds - sorting and spacing on view and match transactions screen is not helpful
Upon opening this screen, the bank feed and bank register sides are sorted the opposite way. That is kind of annoying. The other item, which causes a lot of extra clicks is that the column for description is too small and the column for amount is ...0 Needs review