-
Easy Search
In QB or other software, the CNTL F allows to do easy searches. We have members of our team that aren't as strong with software and will struggle with database view to search, especially if only looking for specific dollar amount of transaction memoNeeds review
-
AP update- new update is causing more steps
-The fonts/layout changed and are not as "noticeable" which makes it difficult to see things. -When entering an invoice the dollar amount used to automatically populate in the distribution area one you entered it at the top of your payment section...Needs review
-
there should be an easy way to override the need to enter project number without going in by vendor
we are currently not using the project features yet and would like to not have to enter default every time an invoice is entered. Going in under every vendor to change this is extremely time consuming and cumbersome.Needs review
-
add check sorting to NXT as in database
we need to print checks by vendor id and that ability is not available in NXT -
Ability to close a deposit after it is VOIDed or Reconciled
Life happens and sometimes things don't always go the way they should, so we should be able to mark a deposit as closed after it has been VOIDed or reconciled. We have several deposits that show up as "Open" deposits that we can't do anything with...Needs review
-
Account Receivable able to create a direct debit file
We have several clients that allow us to pull their monthly payments from their checking accounts. Currently we have to do this manually through our bank. It would be nice if we could create a direct debit file out of A/R like we do out of Raisers...Needs review
-
Fleet Management
Assistance with tracking leases/purchases - timelines and payments, odometer readings, payments to the fleet fuel credit cards, maintenance due, when the trade in is due, etc.Needs review
-
Attach a bank draft confirmation PDF to the payment screen
I want to be able to attach a bank draft confirmation PDF to the payment screen. I receive confirmations via email for payments that may include multiple invoices. It's not helpful to include the payment in each invoice. I can attach the invoice t...Needs review
-
Only way to get on is with an incognito screen
All day I could not get on to my data base. Called in and the help person got me on my data base- but the only way I can get on is with an incognito screen. This is not acceptable.Needs review
-
Allowing Adjustments to Posted Transactions
It would be great if you could add details to entries that have already been posted. I maybe understand why you can't change an account number, but you should be able to update the supplemental data such as projects or transaction codes.Needs review