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3
Vote
From query, make account view larger when opening account
When you run a query and click on an account to see the details in the account, the account view opens in a very small window and I can't change the size of the window. I have to scroll to see the amounts and then cannot see the associated dates. ...
Created 02 Jan 18:33 by Anne Craige
General ledger
No Status
4
Vote
Ability to add queries to dashboards
Ability to add queries to dashboards. Currently in .db view we are able to add queries to our dashboards, which enables us to target our different companies for different things. One I use each week is my weekly invoices, by company, but also by s...
Created 23 May 12:42 by Guest
Dashboard Builder
No Status
6
Vote
Have alerts on accounts pop up when booking journal entries
Some alerts may that a student shouldn't be billed as they are a scholarship student OR not to use a certain project without talking to X individual first, etc... we don't always review each account when booking journal entries and it would be nic...
Created 07 Mar 18:08 by Guest
General ledger
No Status
4
Vote
Add PIN to NXT Web Based View
PIN is a well used feature for us, very concerned about not having access to this in the web based view. Used daily to sort, classify, pay, query and analyze vendors.
Created 22 May 22:10 by E Pitta
Payables
No Status
1
Vote
Add EFT Remittance as a queryable field in Analytics
Add EFT Remittance in Analytics/Payables as a query option. While some EFT and bank‑related vendor fields are queryable, the specific email field used to send EFT remittance notifications is not exposed as an option to include in a query. We would...
Created 18 Mar 06:47 by Pat Hughes
Analysis
No Status
1
Vote
Add EFT Remittance as a queryable field in Analytics
No description provided
Created 18 Mar 06:25 by Pat Hughes
No Status
10
Vote
Don't require Expense Categories in Expense Management -- give the option to just use the GL account
Expense Categories are unnecessary if we use the GL accounts.
Created 24 Sep 21:45 by Guest
Credit Card Management
Needs review
10
Vote
Customize Accounts Receivable Invoice to add common comments
We'd like to add a line at the bottom of our invoices that lets clients know they can pay by credit card by calling our offices. We'd also like to add a comment that clients can send their payments to our new lockbox.
Created 23 Sep 17:28 by Guest
Receivables
Needs review
2
Vote
Pre-Payment Report for Both One Time and Multiple One-Time Checks
In our current FE, we can print a pre-payment report which shows Computer checks and the One-time check runs on the same report. This report is reviewed for any errors prior to printing checks. If there will need to be two separate reports, there ...
Created 06 Aug 16:22 by Guest
Payables
No Status
5
Vote
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...
Created 05 Oct 15:45 by Guest
Treasury
No Status
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