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In the AP module for FENXT - do not default account numbers
In the AP module for FENXT - the account number defaults to the first account that matches. If this should be a new account, and is not in the COA, then the account number defaults to something close. There should be a prompt that the new account ...0 No Status
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Prompt for adding an account code
When adding a line into a general journal entry that contains a new account, it would be great to see a message that prompts you to add the new account -
Auto-Login to Database Mode When Clicked
The login process to get to the database mode is cumbersome right now. It's a lot of clicks and a ton of logins to get from NXT to database mode when we have 4 databases to switch between. In an ideal world, clicking on the database mode button in...0 Planned
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add a batch of gift in NXT
Can you make easier to "add a batch of gift" so I can use power automate desktop? It should be a button to click after you add the account number of the donor. Thanks,0 Needs review
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Cash Receipts Customer List
We have a significant amount of cash receipts from the same customers. These receipts are not donations and therefore are not recorded in RE. It would be helpful to have the ability to create a customer list that can be accessed when entering cash...0 Future consideration
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Journal Entry Notes are not available to Reports
Valuable explanatory comments can be made for each line of a journal entry in the Journal Entry template Notes field. However, there is no way to include this field in any reports, greatly reducing the value of the data posted in that Journal Entr...2 Needs review
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The project types table should be available in web view. Currently it is only accessible in database view.
We use the table for our fund types. Although we would not change these entries regularly, access to the table should be made available in web view to reduce toggling back and forth between the different interfaces.0 Needs review
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Trash for deleted transactions and journal entries
Users may accidentally delete a transaction or journal entry. It would be useful to have a trash were these items can be restored from. Many cloud based file platforms have a trash that will retain documents for 30+ days. Something like this would...2 Needs review
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Project Financial Statements by Project Ids
Run a project financial statements reports by having columns for each selected projects by fund type, actual ytd revenue & expenses and budgets and calculations of variance between actual and budget0 No Status
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Power bi- group
We need a power bi group to share ideas as you have for power automate.0 Needs review