-
Merchant Services
I set up an online giving in RE that is linked to our website. We made the invoice number from our AR list a required field. That field is not being carried through to RE and subsequently not making it to FE. The Invoice field is a pivotal part of...No Status
-
Add feature to make it so you can't process for payment unposted invoices
In the review process of reviewing invoices, we only post when it has been approved by our top brass. However once an invoice is entered it is possible to cut a check right away through FE. If we could add a roadblock or option where only posted i...No Status
-
Summarize GL Activity By Date
In database view, there is a quick and easy way to have it summarize the activity by date while looking at any GL account. I use clearing accounts and it is imperative that I can quickly see that the total debits equal the total credits by day.No Status
-
applying payments
No description provided -
Search by Line Item Number
Line item numbers are completely unique to the system. Why can't we search by them? We have a naming convention for invoices that is the same across the board. We use line items as our unique ID. Why isn't there a place to search for that?No Status
-
Display original Credit Card Charge Date on Approval
The date that displays is the date that the submitter submitted the charge and not the original expense date. Makes it confusing for the approver.Needs review
-
Mass download of media/PDF files
Being able to be paperless is one of our strategic goals. However storing copies only in Financial Edge seems like poor business practices. We would like to be able to export invoice PDFs in mass instead of singularly within each invoice.Needs review
-
Create a report showing user log in activity
It is difficult to manage our user licenses if there isn't a report available showing on average how many people are logged in along with peak usage.Needs review
-
Invoice Data Entry - Distribution field entry issues
Please allow for customization of distribution fields. The "description" field is so short, we can't see what has been typed there and must make wider every time! Other fields are much wider and unnecessary. Entering GL (debit account column) and ...No Status
-
Add product id and auto population for line items in POs
It would be much less time consuming to be able to enter line items via product id and have it auto populate from our existing list of record items as it does in database.No Status