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Mass Deletion of Notes
It would be helpful if FE had an option to delete notes by note type and not just replace.0 Needs review
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Allow user to set up standard monthly entries to post automatically on the last day of the month during a fiscal year.
Very tedious to input standard monthly entries that are unchanging from month to month.1 Future consideration
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Miscellaneous Cash Receipts-Ability to Print Deposit Slip from the entry screen
Please add the ability to print out a deposit slip directly from the deposit screen, similar to how we can print a deposit slip in database view. It is extremely inconvenient to have to go out to reports, find the deposit report and filter it to p...2 Future consideration
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Add Spendtrack as a credit card account option
Our credit card company is included on the credit card account options, but the credit cards are under 1 single account and they utilize spendtrack for individual card information. Can we add Spendtrack as a credit card account option as well for ...0 Needs review
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Cash Disbursement Journal report should show refunds
I use the Cash Disbursement Journal report to print/view activity from the Credit Card Register, and the Account Summary option provides a great overview of how much was allocated to each account--an important feature. Although there is a filter o...0 Needs review
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insufficient funds warning when creating invoices and journal entries.
There is nothing stopping someone from creating invoices/payments with funds that do not exist. If a project is used to fund an invoice or journal entry, a warning that the project is NSF would help having to verify the project has the available f...3 Future consideration
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Fixed Assets Listing At a Specific past date without including subsequent transactions
Asset Listing for fiscal year end includes disposals and purchases made after year end. Or they include assets disposed of during the fiscal year.0 Future consideration
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Add red/green responses for favorable/unfavourable returns on reports
Instead of returns being positive/(negative) numbers, have them return as green/red. This enables a Finance Committee or Board to easily run down numbers and see where the issues are.0 Needs review
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Improve distribution allocations
We have benefit distribution allocations between 200 - 500 lines. It would be more effective and productive to be able to import the invoices then continue manual entry. Reduce staff data entry time and reduce key input errors.0 Future consideration
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Report Check Box to EXCLUDE Accounts with Activity but $0 Ending Balance on Financial Statements.
We have allocation accounts that should zero out, so we don't need to see on financial statements. However, if there is an outage, we need to know. Can we get a check box added in FE to "Exclude accounts with activity and zero ending balance", sim...0 Needs review