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Alerts in Financial Edge NXT to be Query-able and Available via the SKY API
Currently when you add an alert to a project there is no way to track which projects have alerts on them unless you click on the specific project. We would like the ability to filter, query, and access the alert data in SKY API. Without this funct...No Status
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In the new webview FENXT, having more than 5 options in drop downs is needed.
We have several fields with overlapping descriptions, but because you can't scroll in the drop downs and it only shows 5 options, we CANNOT update some records without doing an import every single time. We should be able to scroll to all options o...No Status
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Can FE NXT allow both a range of accounts and individual accounts for project account restrictions?
For project account restrictions, it would be helpful to be able to enter both ranges of accounts allowed and also selected individual accounts allowed. This was possible in FE Database by using asterisks to capture account ranges, but asterisks a...Under consideration
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Overwrite Custom Fields on Projects
We would like the ability to import over an existing custom field on a project rather than add to that custom field if we do an import. We need to make a mass change on all projects to a custom field.No Status
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Click through projects sequentially in NXT like you can in database view
So you don't have to go back to the main project screen every time. If you want to see several that are in a row you can just click and it goes to the next numberNo Status
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Organization contact in Projects needs to be added back
In FE 7 if a contact was an organization, you could put the organization name in the contact info. With FENXT the feature is now gone and cannot add the organization's name. Please bring it back as this is a much-needed field.No Status
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Ability to select all years in the project page
When viewing a project, it would be helpful to be able to select all years, view total budget and actual balances, and avoid having to flip through the years to review past amounts.No Status
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Allow account masking for Project Restrictions in FENXT
In database view when adding account restrictions to a project record, a sterisks are used for masking segments, or partial accounts. This is very helpful in quickly allowing only a fund or department to be used with that project. Ranges cannot be...No Status
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Project Inactivity Report
It would be helpful if we had the ability to run a report of query that pulled on projects that have not had any activity( deposits or payments) within the last three fiscal years. This would be helpful for us because we have a policy stating that...No Status
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Inserting or Adding new Custom Fields in a specific order to an Existing Project.
We need to keep our project signers in the first tab or two in our custom fields for signer level and verification of expenses. Right now i can only add a new custom field at the end, this is sometimes on tab 8 or 10 so team members don't see the ...No Status