FE NXT Ideas | Financial Edge Ideas

3 Vote

Improve FE capability for changing or reassigning project codes to already processed payables.

We recently had to change the project ID for several expense transactions in FE for better tracking and reporting. We thought we could make the "adjustment" in FE like we do in RE with the system taking care of all the related entries. However, we...

Created 22 Mar 05:35pm by Guest

3 Needs review
2 Vote

Uploading a PDF files to multiple Vendor files.

In Financial Edge - We would like to be able to add/upload one PDF file to multiple Vendors so we don't have to do it one at a time.

Created 31 Oct 03:38pm by Guest

Payables

0 Needs review
2 Vote

Update to Journal Entry to include customer names and Vendor Names as another column

No description provided

Created 30 Oct 08:48pm by Guest

0 Needs review
3 Vote

Edit Column Widths on Batch Detail Reports

On Batch Detail Reports, the reference line cuts-off at 37 characters. It would be helpful to be able to edit these reports so that the reference line can be viewed in it's entirety.

Created 14 Mar 06:16pm by Guest

0 Future consideration
1 Vote

Date option on Filters for Bank Register has been removed

Please bring it back. This is self explanatory.

Created 3 Jun 05:23pm by Nicole Soos

Treasury

0 Needs review
2 Vote

If there was a way to remove banks from the drop down list under Accounts Payable of accounts that are closed and are no longer used.

Our list is really long and it is a bit time consuming for me when I go to cut checks or run EFTs.

Created 15 Oct 03:44pm by Guest

0 Needs review
3 Vote

Filter invoices by bank account when approving

It would be beneficial to those approving invoices in FE to be able to filter by the bank account being used to pay an invoice. Many organizations pay invoices from multiple bank accounts and the ability to filter by bank account could speed up th...

Created 20 Feb 06:49pm by Guest

0 Needs review
2 Vote

Make it easier to Hide/Display columns in reports in NXT

Very cumbersome as compared to Database version.

Created 8 Oct 01:40pm by Kim Szalkus

Reporting

0 Needs review
2 Vote

Indicate Card Holder and Designee on CC Approval

My CEO uses her admin to submit her CC charges. When it routes to the Board Chair to approve, it looks like it is the admin's charges and not the CEO. Need to indicate that it is the Admin submitting on behalf of the CEO.

Created 8 Oct 01:39pm by Kim Szalkus

Expense Management

0 Needs review
3 Vote

Ability to Stop printing EFT notification

Currently, there is no way to stop the system from printing the EFT notifications when generating payments with the Electronic Funds Transfer payment method. EFTs are intended to be paperless and we should be able to turn these off from printing.

Created 8 Feb 01:18pm by Anne Craige

1 Needs review