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Changing the body of the EFT email remittance header from Blackbaud to the institution making payment.
When vendors receive the email from Financial edge they overlook or disregard email remittance. It is a little confusing that when the payee opens the email the first thing they see is Blackbaud instead of the Institution making the payment.8 Needs review
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All Record type search bar/tool
A search bar/tool that is accessible from any area in the application that you can search by typing across all record types and filter and access directly without having to leave the section of the application you are currently in.0 Future consideration
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Ability to import distribution percentages for Allocations
Distribution percentages (General ledger>Configuration>Distributions) that are used in allocations have to be manually typed in. When you have 20+ end of month allocations for employees and overhead, the time it takes to input is ridiculous....5 Planned
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NEED to be able to import custom field that actually print on an invoice
The print on invoice field is nor formattable into sperate lines and it's too small. I have to create two sperate invoices in two separate systems. Trying to enter this information one at a time in NXT would take too long0 No Status
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Add capability to include a confidentiality/custom message to Scheduled Reports
In Financial Edge NXT, when you set up a report to be sent on a schedule, it simply sends a plain vanilla email that says "Click the link to download the report 'Report Name': Download" Since this link often links to a report that contains confide...0 No Status
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Quick View needs to be added back to Financial Edge NXT > General Ledger Accounts
Financial Edge NXT removed the "quick view" functionality in General Ledger and I just wanted to say that this function was highly useful. It should be considered to have its place back in the software.7 Needs review
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Invoice Remittance needs to include more details (invoice #/invoice date/invoice description)
When sending EFT to a vendor who has multiple unpaid invoices, they are then having to call us to clarify what invoices we are paying them for. We need an option for email remittance to include more details such as invoice numbers, invoice descrip...1 No Status
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Submit new requests to have bank or credit card accounts supported by Yodlee - CLICK HYPERLINK TO SUBMIT REQUEST
Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT. If you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option,...
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Future consideration
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Receivable invoice credit line instead of creating a credit memo and applying
We should be able to add a credit or a negative debit amount when creating an invoice instead of having to create a separate credit memo.0 No Status
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Bank Reconciliation
It would be nice to print out the bank rec after the final step instead of going into reports after. Please let me know if this an option and I'm missing it.1 No Status