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Allow ACH data file to include an organization vs. individual notation
When setting up our FE system for being able to make ACH payments, my bank requested that I provide them with a file segregating/notating organization ACH payments differently from individual ACH payments. FE currently does not have this capability.0 Needs review
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Sort Vendors in 1099 Preparer Grid by Last Name
It would be useful to sort 1099 vendors by last name in the preparer grid for ease of finding them quickly.1 Will not implement
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Allow allocation on a line item of an invoice and not just the total.
Cut down on inputting. Example would be Staples office supplies -Currently if we get an invoice that has both an expense to one location and/or department but also has items allocated to various areas the invoice is entered as two separate invoice...1 Needs review
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Adding vendor type "employee"
Easy to separate for employee reimbursements. Easy to ensure no 1099 are being generated for employees. Can track what are most employees laying out of pocket for? We pay employees by ACH so payment processing could maybe be streamline if we can s... -
Use the Distribution Date for the GL and AP Posting Date!
We just went live with Expense Management and were surprised to find that the Date in the Distribution area of Expense Management is NOT the Post Date in Accounts Payable and GL, but rather the Invoice Date in EM is being used to determine the AP ...0 Needs review
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Web Purchasing - Need Option to Have Purchase Orders Created Automatically Once Requisition is Approved
As mentioned in this post: https://community.blackbaud.com/forums/viewtopic/148/31225?post_id=144655#p144655, there is a need to have the ability for Purchase Orders to be generated automatically. I want my approvers to be able to generate purcha...2 Needs review
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Adding Custom Fields to Reports/Query
It would be nice to add in custom field information into reports so you can see all the info on a transaction. Why put the info in if you can't easily get it out to report on?2 Needs review
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Reconciling banks before posting
Once we post our journal entries, etc., we can no longer make changes to them. If we find a mistake, we have to make a new journal entry to correct it, rather than fixing the original entry. In order to reconcile the bank statement through Financi...0 Needs review
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Add Additional Filter Options in Accounts Payable Function
Please add the functions to filter or add a column on the dashboard to reflect due date. Post date and Invoice date but not due date exist.0 Needs review
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Search for Account Numbers without Requiring Segment Separators
In the database view, we are able to enter our 21-digit account numbers without any hyphens to search/open an account. In NXT, if you enter the same 21-digit account, no accounts are found. It is only until you add all the hyphens in between all o...1 Needs review