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Add Option to Adjust Font Size
I'd like to suggest adding in the option in a future update to adjust the font size of the Financial Edge program, this would make the program much more A.D.A friendly for those who are visually challenged but still have the capability to see. Yes...0 No Status
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Statement of Cash Flow - Year to Date Comparison
Statement of Cash Flows should also allow to have an additional column for Year To Date so that you can have on same report a given month and Year to Date numbers.0 Needs review
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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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NXT budget distribution report with a format setting for account summary rather than detail
This would be a much more efficient way to review budgets at a higher level rather than seeing the monthly budget amounts for each account.0 No Status
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Notes added in the history of changes tab for a voided check to be viewable in NXT
When we void a check in the Database view, we note the reason in the history of changes tab (in the note section on the bottom) why the check was voided. This information does not appear in NXT. When we fully integrate to NXT all these notes will ...0 No Status
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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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Include link to invoice and invoice image on AP payment report
Benefit would be for reviewers and approvers without having to search for the invoice and invoice image in FE NXT and speed up payment approvals. In particular we have senior executives approve large amounts and providing a link to the invoice and...0 Needs review
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Having the ability to add notes when creating a invoice or credit memo
Currently you have to go back into the record to add notes after the invoice is created. It would save time if you could add that note while creating the invoice/credit memo and also be able to select notes and filter as a feature to see in the co...0 Needs review
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Favorites Menu
Can we add favorites menus to each of the modules in NXT? I miss having my reports all in the one module I was working in. It made printing reports and posting for a particular deposit so much easier and it was a lot less clicking. For each deposi...0 No Status