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Allow user to see credit limit and online balance
We are using blackbaud p-cards and Expense Management is the only access our cardholders have to their card information. It would be very helpful if they could see their assigned limit and online balance the same as we can see it in Treasury.4 Future consideration
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Add Truist to Bank List
We need to add Truist to the Bank list in order to link it with Bank Feeds.4 Planned
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Invoice Requests - Allow approval rule to be dictated by project attributes
Currently the approval rule on invoice requests is set up with a stand-alone a list of approvers to select from, controlled through Configuration > Approval Rules. It would be incredibly useful if the approval workflow could be robust enough to...0 Needs review
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Allow system approvals for vendor edits, deletes, and additions
Develop a way through user groups or through business rules to not allow changes or additions to vendors without approval. When a user has made a vendor change, the manager is notified of the need to approve the change or provide comments to send ...0 Needs review
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be able to add an invoice and post it now and pay it by credit card when it is due rather than immediately
Expensese need to post to the GL when they occur but they may be paid by credit card in 30 days depending on the vendor. You need them to be in your GL right away but not recorded on your credit card until they are charged.0 Needs review
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Numeric Order
Blackbaud doesn't seem to sort by true numeric order. Instead, it orders by "left-to-right" numbering where 1001 is my lowest number and 995 is my highest number in fixed assets when I sort by asset ID. This is not useful to me at all since our as...0 Needs review
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More options for displaying list of Journal Entries
It would be helpful to be able to add a column for "Post Date" in the list of Journal Entries. There is a column for "Date Posted", but that is the date it was actually entered and posted, not the post date. It would be helpful to be able to sort ...8 Future consideration
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option to set a separate account (GL) for HST reimbursement
Have the ability to set a separate GL account for HST reimbursement and not net-off on the expense line.0 No Status
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Show bills and coins when entering cash receip
This is a function in the database view. It needs to be in the web view. We receive cash payments and we need to match the cash and coins with the bank deposit slip.0 Needs review
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Make it possible to pay checks and EFT's in the same batch
This is possible in the database version and not in the web form - it slows my work down not being able to do this.0 No Status