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Unrecorded Status Filter for Credit Cards
There should be a filter to show "Unrecorded" transactions on the Payable - Credit card activity list. This is helpful to our office to show us who has not "completed" their paperwork and submitted their charge for approval. Right now, to see thes...2 Already exists
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FE EFT TD 1464 be perfect when exported that no manipulation is needed
I would like the TD EFT byte 1464 file would be acceptable as is when run however I have to manually manipulate the report that it will be acceptable by TD bank. Or even better, create the by 80 that it can be authorized twice before accepted0 Needs review
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Global Change for expense categories
The IRS changes the mileage rate occasionally, and we have about 47 expense categories related to mileage. It would be nice to be able to make a global change to them all rather than have to do them individually.0 Needs review
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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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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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Additional columns for Vendor Activity
Can you please add (to FE and NXT if it doesn't already have this option) two more column options to the vendor activity detail: Due Date and Date of Last Check? If I am trying to determine when a vendor was paid, I have to open the invoice record...2 Future consideration
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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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Make Financial Edge and Microsoft Office 2016 compatible.
Release a patch to make Financial Edge compatible with Microsoft Office 2016.9 Already exists
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Cancelling appointments if an application is inactivated
If any application is inactivated the system should be removing the applicant future scheduled appointments. Saves time by not having to comb the system and creates spaces for any other applicant to fill in that space.0 No Status
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Allow users to enter default cash accounts by transaction type in subledger.
It would allow companies who utilize multiple bank accounts to decide which bank account certain transactions should flow through.0 No Status