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Fix the glitch that makes recording payment of multiple invoices by bank draft using banks, post with a payment date of whatever the due date of the oldest invoice is.
No description provided3 Future consideration
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FE NXT user access should be more configurable for invoices, JE's, and reports.
Currently, the primary user access restriction is at the account level. I can also restrict transactions or reports by type. However, there should be some further way to delineate who can see what invoices, journal entries, and reports. It would b...1 Needs review
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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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Apply Statistical Unit Counts to Expense Allocation
A large hurdle for our organization is to accurately and timely allocate indirect expenses to different Programs and Service Groups. The ability to apply the statistical unit counts (in our case sq ft and full-time employee/payroll allocation) and...3 Planned
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Have a grand total on the bottom of the project detail activity report.
This is a useful tool so that at a glance the user will know exactly how much money they have in ALL of their project accounts (if they have multiple accounts).0 Future consideration
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Credit Card report
Need a report for audit purposes that outputs who submitted, GL posting account, who approved, confirms that a receipt was uploaded, and with a live link to the view the receipt for at a glance.0 Needs review
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Don't force Bank Draft payment date to be invoice date
According to Article Number 38758, the bank draft payment date is the Invoice Date. I would prefer that there be an optional setting for what date the bank draft is given - either invoice date, invoice due date, or actual payment create date. Let ...1 Needs review
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post payment adjustments and deposit adjustment in FE NXT
Currently we have to log in to the database view to post Payment Adjustments and Deposit Adjustments. I would like to be able to post them from FE NXT.0 Needs review
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JE to cash without adjusting Bank Register takes up to 24 hrs to take effect.
I went to Business Rules in the GL-then to Journal entry-then clicked Edit to mark the box that allows JE's to post to cash but not hit the Bank Register. When I did my JE the box above my entry was no longer checked that says Create Bank Adjustme...1 No Status
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Filter option in Web to view all activity within a project to mirror what can be done in database
In database under General Ledger - Projects - Records- Click Activity, then select filter over on right side of screen to change the date to "Include all dates" This allows you to see all of the activity for this project. We use this function a lo...0 No Status