-
Automated letters in AP
I would love to have the ability to create letters for the stale dated checks in Accounts Payable (over 60 days). Currently, we have to do this manually. It is a requirement in the escheatment process.No Status
-
Credit card reconcile feature
Allow me to reconcile my monthly credit card statement with the ledger. I need to be able to figure out why the two don't match and I want to be able to "save" my work, just like reconciling any other bank account. It's especially important for ta...Future consideration
-
See unposted Activity in Records --> Accounts
I've only been a Financial Edge user for 5 months or so. I like to use Records --> Accounts --> 'Activity' tab to look at what's happened in an account. It's quite helpful for looking up past years/months of activity. Sometimes, though, I wa...Future consideration
-
Create Payroll module
It would be nice to have a payroll subledger and the ability to process payroll within FE.No Status
-
Layout on Journal Entry to Add Resize rows
Able to resize rows/hide on journal entry.No Status
-
Mark and invoice paid by ACH or Credit Card
Right now, you can only update an invoice to be paid by credit card or ACH if you are initiating the payment in blackbaud. If you pay something on the vendors payment portal or by phone, there is no way to mark an invoice as paid.No Status
-
Add balances on the project list screen
It would be very helpful to have columns with the balances for projects so you don't need to open each project to see the budget, revenue and expense amounts. That way one could set filters and then scan through the list.No Status
-
Add in the income statement report the ability to compare also to the budget
Our organization's internal Statement of Activities not only looks at the current month and year to date compared to last year, but also compares these periods to the budget. Adding this feature to the reports would be a HUGE time saver as we are ...No Status
-
Ability to print or export a single Budget Adjustment
When a budget is finalized and you make adjustments you can click on the different adjustments on the side panel that pops up. It then opens a larger screen that shows what the original budget was and then subtracts or adds the adjustment from it ...No Status
-
please put the query back and import.
query is very important to us.No Status