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Adding an "Attachment" column to the Bank Register/Credit Card Register
Just a simple "yes" or "no" displayed in the column. We are asking employees to attach receipts to their credit card adjustments, but when we review it extremely cumbersome to review due to having to click into every single adjustment in order to ...1 Needs review
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Ability to change bank associated with credit card
It would be helpful to be able to change the bank associated with each credit card. Currently it can't be done and causes issues to start all over.0 Needs review
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AR Refund Check - mass assigning a default bank account
right now in order to process refunds out of AR, you have to individually select each refund and select the bank you would like it to be cut out of. after importing 80+ checks, having to then individually click into each one to create the check is...0 No Status
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Column for account balance on the account list screen
It would be very helpful to have a column with the account balance with actuals only, encumbered only, and both totals0 No Status
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AP Invoice Approval Integration
It would be amazing it the system allowed for Invoice approvals for different users on a limited bases. For example, invoices for the facilities department get approved by the facilities manager within Blackbaud, and this manager only has access t...0 Needs review
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Add EIN as a field in the vendor search
Because names can be shortened or misspelled, the EIN is a great unique identifier to help locate vendors or to search for vendors before adding another one. Currently, you can create a query to query for one specific EIN, but that is inefficient....1 Needs review
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Ability to Add Terms on a Day of the Month Basis - Accounts Payable Module
Several of our vendors have terms that make invoices due on a specific day of the month. Financial Edge doesn't currently have the ability to add terms in this manner. I have run into this issue with taking discounts by a specific day of the month...0 Needs review
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You should be able to delete old vendor addresses.
You should be able to delete/inactivate/hide old vendor addresses. Our vendors move so we do have to update this information but to clean the database it would be nice if these old addresses could be deleted. Also, helpful when running a vendor qu...2 Needs review
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Ability to show who approved invoice in History within the invoice or as a query on database
For external audit purposes, it would be helpful if there was a way to see who approved invoices. This information should be viewable either within the invoice detail as an audit trail, or at least available as a query, similar to seeing who enter...0 Needs review
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Bank Account Attachments
The functionality to add attachments to bank accounts. This would work great for attaching monthly account statements.0 Needs review