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Static Bank Reconciliation Reports
Adding the option to run previous bank reconciliation reports as static would be useful for evaluating the true value of the bank account and to be able to see which transactions were outstanding at the time of reconciliation. While printing the r...0 No Status
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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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Import one time checks
It would be very helpful to be able to import one-time checks. We sometimes have a need to cut a large number of checks for a special project and will not be paying these recipients again so we have no need for a vendor record.0 No Status
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Payment/deposit
I wonder if we can copy payment/deposits as we constantly receive recurring deposits every month with the same vendor, amount and distribution0 Needs review
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If invoice approvals are required, add a dollar limit to the rule to exclude smaller amounts.
When requiring that invoices must be approved, enhance the feature by setting a dollar amount to exclude small amounts not requiring approval.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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Interfund Selections not preselected in NXT as they are in Database view. (Interfund errors for payments)
Please link/move the AP interfund selections from Database view to NXT for AP vendors. When posting a payment for 2 separate invoices for a vendor (Bank Draft in this case) received an NXT interfund error which is non-existent in Database view. In...0 No Status
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A new security role setting not allowing users to post their own journal entry batches
We had to disable the ability to post journal entry batches for non-supervisors due to the fact that there isn't a current security role setting that disables the ability to post your own journal entries. We did not want the same user to be able t...0 No Status
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Add Sales tax by line on expenses
We have different sales tax allocations and calculations by line on our expense items. FE calculates the sales tax on the invoice as a whole, on not per line, forcing many manual adjustments.1 No Status
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Filtering on Projects while in Account View & looking at Balance Sheet Accounts while in Project view
We are able to do this in the database view, and it is very helpful. I realize you can run reports to get the info, but being able to look at it on the screen is much more handy.5 Future consideration