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Restore the previous method of email verification for BBID Sign Up, or add more guidance for the users
Up until a couple of weeks ago, the process for signing up for BBID looked like this (in rough terms): Fill out the form (enter password, first and last name) and submit "Let's get you verified" message appears with instructions to go to Inbox for...0 Needs review
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GL Distribution API to include information on the sourcetype and sourcerecordsid
Requesting that SKY API for FE expose information in the database table for for GL7Transactions. This information allows AP vendor information to be include in GL reporting (custom report) and RE gift information (and constituent info) to be inclu...0 Needs review
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Add Grand Total for Team when Sorting by Department
In FE reports (Income Statements and Statement of Activities) please consider adding the option for providing a grand total for the team when printing separate statements for each department . Right now you can do one or the other, but not both un...0 Future consideration
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Customize fields on Invoice Request
This would be useful for organizations that have multiple LOB's. The ivoice could have dropdowns to make entry more efficient.1 Needs review
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Allow global change to posted invoice records
So that we can retroactively add project codes or change account distribution lines to invoice records IN BULK and not just individually. While it's possible to make G/L entries for bulk changes to a large number of invoices, those G/L entries do ...0 Needs review
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Transaction drill down by transaction number
When researching an account balance, one often needs to see both the transaction's debit and the credit to understand the entry. Currently, when reviewing an account transaction list by month, clicking on a transaction number does not open the tra...0 Future consideration
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Allow negative amounts on A/R line item GL detail
We have invoices that we send out that include charges to and/or from clients, as part of the total. It would be helpful if we could enter negative amounts (like we have the capability of doing in the A/P system), instead of going through the Misc...3 Needs review
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Ability to attach emails to journal entries and deposits.
We currently have the ability to attach email messages to invoices, but we still cannot attach them to journal entries or deposits. It would save a lot of time not having to convert email messages to PDF's so that we can attach them in NXT.0 Needs review
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Query - Net Activity should include "Not Yet Posted" transactions by default
After testing, I've discovered that Net Activity in a query does not include "Not Yet Posted" transactions, and cannot be made to include those. I personally feel like this is a bug that needs to be fixed (as opposed to an enhancement request). Fo...1 Needs review
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Give RE Fund and FE Project the same name
FE already has a Fund which is different from the project. Why not call RE's Fund, RE's Project, too? Keep the nomenclature the same between modules. It gets very confusing.2 Already exists