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Be able to apply payments in AR for an amount more than what is owed on a client's account
We deal with MCO's/insurance companies who send us remittance advice which can include multiple clients. We set up the MCO/Insurance as a client with multiple relationships, so we apply the payment to the correct client under the MCO/Insurance co....No Status
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The ability to search in the contact field.
When a vendor's business name on their w9 has a dba listed, we place the dba name in the address field. However, when we search for the dba name, it will not appear in the listed vendors. It would be helpful for the vendor search box to retrieve a...Needs review
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Add an Approved by Column on the Payable- Invoice Listing in NXT
No description providedNo Status
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Updating scanned documents.
No description providedNo Status
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Invoice amount in A/P entry should not change using mouse vs. tab.
When entering invoice amounts, if you use your mouse to move between fields vs. tabs, the wheel will change the amount of the invoice in error.No Status
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Query report export in the order in which the invoices are entered
When exporting a query on invoices entered, the report changes the order and separates the GST from the invoice to which it applies. The Database view used to export a query in alphabetical order, keeping the GST distribution right after the invoi...No Status
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Integrate Gift ID# from Raiser's Edge to Financial Edge to reconcile donations from both systems
If we could add an additional data field to FE from RE with gift ID# for reconciliations purposes, that would be great. Add to the GL Activity report to compare RE reports to FE recorded activity for proper inclusion in the GLFuture consideration
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Allow Wildcard Ranges in Webview
Database view allowed use of wildcard ranges for account permissions at project level. Webview does not recognize these, so we are now unable to post a majority of transactions because FE NXT is stating the accounts aren't allowable. We are now fo...No Status
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Make posting batches easier in NXT
When posting a subledger, create a validate and post button withing editing the post parameters. It's just extra steps to go in, change dates, etc, save it, and then validate and post.No Status
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Add Address System IDs to Query
Currently, individual Address system record IDs are only viewable in the Database View's Export function. In NXT, one can create a Vendor Query under Accounts Payable and add all sorts of fields from the Vendor Address, but not the individual addr...No Status