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Annotate Popup
In the database view it would be helpful if when opening a specific vendor, the Annotate would pop up immediately to alert any vendor specifics.1 Needs review
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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 memo0 Needs review
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WebPortal - Make project field required
Since the project field is hidden in the Distribution link, it is easy for invoice request creators to miss the field leaving it blank. Making the field required (same as attachments) would avoid wasting time getting the correct project or rejecti...6 Already exists
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Student Billing to have application restrictions for automatic payments and deposit payments
In Student Billing, it is so useful to have application restrictions for Financial Aid items. This would be SO HELPFUL to be able to apply application restrictions to automatic payments and to payments entered through a deposit.0 Needs review
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Add a click box to allow users to see the monthly running totals of an account on general ledger print outs.
Yes, I am trying to run a General Ledger detail report and I would like to see the running total of the account each month. I can currently see the totals for the debits and credits for the month and a total for the entire year but not a running t...0 Needs review
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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.0 Needs review
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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...0 Needs review
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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.0 Needs review
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Web Purchasing - W9 Status/Check Box Visible
I think it would be great if within web purchasing front-line employees could see if they need to request a W9 from the vendor. It could be a note or a check box, etc. Our front-line workers only work in Web Purchasing and logging into FE as well ...0 Needs review
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Limited character spaces in 1099 information; 1099 name.
Per Blackbaud case # 13141036, the 1099 vendor name in AP 1099 vendor information, is limited to 40 characters/80 spaces. I noticed one vendor of our, the 1099 vendor name is All-American Restorative Care of Washington. Being limited to 40 charact...0 Needs review