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Expense Permissions for new users.
Currently when creating new users, a user is assigned roles and sent an invite link. Once the invite link is accepted then an administrator has to go in and add expense management permissions. This workflow does not make sense. We need to be able ...0 No Status
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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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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
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Add invoice amount to Invoice Insight
Add total invoice amount to Insight - Invoices. Aged Invoice and Payables Forecast are only good until the checks written. But would really like to see vendor and invoices amounts in a pivot table.0 Needs review
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Report showing the approval rules in FE.
This would be useful to print out periodically so staff can adjust as job responsibilities change. Helpful for leadership to see the approval path that exists in FE and what changes are necessary due to staff changes.1 Future consideration
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I would like to see wider Columns to show full detail
Descriptions especially are limited on the characters and this hinders how much information we have on the file (I have to put see file). Accounts and We have to make sure File names and numbers don't have Phase I & II of funds or expense codes.0 No Status
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Want to be able to Sync addresses between my FE and RE systems
Since these systems connect I want to be able to sync the Constituent, specifically address information from RE into FE0 Needs review