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Have a report of what transactions are not in GL, but are on the bank register
Whenever I am reconciling my bank account, if the statement and cash account are out of balance, but the register and statement are in balance, it is nearly impossible to find why with hundreds of transactions in a month. There should be a report ...0 No Status
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Bank reconciliation view selection (manual) needs to show the UNreconciled selection
The current FE view has a selection box that allows suppression of the <already reconciled> items (show only selected). Thats the wrong way round. When performing a manual bank recon, we should be looking at the unreconciled items, these ite...0 No Status
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Please add M&T Bank back to bank feed
Please add M&T Bank back to bank feed. It was removed after recent Yodlee upgrade.0 No Status
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Add Bank Name as Column in Treasury Bank Acct List
The add will allow users to see a snapshot of which Accounts that are at different banks. We use many banks and find this information very useful.0 No Status
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Make amount and descr columns memorizable in bank and register feed matching
It seems this should already be a function, so that every time I go into matching I don't have to reduce the date column, so I can reduce the amount column, then increase the description column, for both the bank feed and the register columns, jus...1 No Status
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Clear bank checks electronically in FE NXT via uploading bank QBO file
In FE database you can upload a QBO file downloaded from the bank with all the cleared checks to clear all of these check at one time. This capability needs to be added to the FE NXT version as well since we will be working in the future fully in ...0 No Status
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Creating Cash Receipt Deposit in Web View - Tab out of Project Field instead of selecting from drop down.
Being able to key in the Project # and tabbing out of the field will make the process of the deposit go faster instead of having to select from the drop down. In database view, you only have to key in the project# and tab out of that field, the pr...0 No Status
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Copy option for Deposit much like in Payments
I have 30-60 deposits for one of our entities in a months time that are almost identical. If there was a copy option like there is when entering the payments in the deposit, those entries would take much less time and effort.0 No Status
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Bulk upload deposits and payments
Would like to be able to upload a CSV of our monthly deposits (and the corresponding payments). This would speed up recurring monthly processes.0 No Status
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M&T Bank feed was removed. Please at least give the option to download transactions instead of live feed.
Since after upgrade some of live feeds were removed, at least give the option to download transactions from the bank website and continue with clearing process. The same functionality like in database view but we more control to tell which transac...