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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...No Status
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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...No Status
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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.No Status
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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 ...No Status
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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.Needs review
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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.Needs review
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Unlimited T-Codes
T-Codes are great reporting tools. There should not be a limit of 5 T-Codes.No Status
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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...No Status
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Display Last Login Time for Users on Security page
We need to know when our users last logged in to FE NXT. Maybe add that as a column on the Security page for the site admin. Thanks.Future consideration
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EFT integration with financial institutions in Canada
Payment files being generated to facilitate upload into the RBC payment platform are not correct. I have to manually manipulate the payment file generated by FE NXT each time using Notepad. Please reference Blackbaud support case #019459311 for mo...No Status