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When paying expenses from a project, have the system see if there is enough in the cash or investment line to cover the expense as these account balances can change daily. Should be able to make that choice in Business Rules.
We have experienced overspending in some of out projects. We do not set up budgets for over 500 projects, which would not help if we did. A warning should pop-up if the expense amount is greater than the available cash account and/or the expendabl...2 Needs review
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Update to existing contacts within the AR through the import facility
All users of the AR module who import contacts to the client record would benefit. Through NXT and/or the Database view. https://kb.blackbaud.com/articles/Article/48033 In this article it states that it's only possible to import a new instance of...5 Needs review
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Easier editing of account codes
Account codes are very difficult to edit. There is no way to export a list of account codes and any associated custom fields/attributes along with an import id to make edits and import those edits back in. I discovered that many of our account cod...1 Needs review
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Ability to run an AP report that shows how much is left to pay in each fund
No description provided1 No Status
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Post Parameter no longer has the ALL option
In database view, we were able to set the post parameter to all, but NXT doesn't have that option. -
Want to be able to Sync addresses between my FE and RE systems
Since these systems connect I want to be able to sync the Constituent, specifically address information from RE into FE0 Needs review
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Option to manually update distributions when copying invoices
When editing the amount of a saved invoice, the user is presented with 2 options: Manually change distributions or Change distributions proportionally. These options are not available when copying an invoice and changing the amount - the amounts a...
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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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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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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