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Be able to copy a batch and and change the reference and set it as default so it automaticly change the reference for the whole new batch.
I think it is very useful if we can copy a batch and be able to change the reference and set it as a default for the new batch. Especially if the batch is a long one. In the old system when we copy a batch we are able to copy and paste the referen...1 Future consideration
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Add Notes column in FENXT Account Records
When we just recently converted to FENXT from another system, we imported Notes into our transactions. It would be very helpful if we could see those notes when we drill down to an Account's transaction activity. Without having a column for notes ...0 Future consideration
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Need to be able to import invoices with a payment method of Credit Card
The Financial Edge Credit Card Management feature is a great step in the right direction, but we really need to be able to import invoices with the Payment Method of Credit Card. The current import fields don't list Credit card account as a field ...10 Future consideration
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Require Users to Change Password
For increased security, include an option for password expiration and/or to require users to change their password at a set time frame, such as every 90 days. This is an option in Raiser's Edge but not Financial Edge.1 Future consideration
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Need to filter lists by Constituent ID
need the ability to filter lists by Constituent Id. Need Financial reporting like Constituent Giving History.1 Future consideration
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Have the ability to merge project records
We used some old projects that now come under a different project. So currently these old project will need JE to move them to the new project code. It would be nice if they could be merged to reduce the transactions.0 Future consideration
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Include changes to account balances in the batch balancing information
When there are journal entries that have many lines and are usually reclassing or adjusting amounts to/from different cash or revenue accounts, it is nice to see how the entries effect the account balances when validating the entry. It is a double...1 Future consideration
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Integrate FE NXT with Bill.com
Exporting from bill.com and then importing to FE A/P is not smooth at all. Needs to be integrated.0 Future consideration
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Integrate FE NXT with Concur
Need an easy and efficient way to connect Concur with Financial Edge. Current methods of exporting from Concur and importing into FE are inefficient, prone to error, and can't import multiple distributions to one invoice. -
Add an option to have the vendor ID remain in the default row in the Fast module
Sometimes entry to Fast in Accounts Payable is all done to the same vendor ID, but if you have to save and return to it later, the vendor ID does not stay in the default field when Fast is saved. It needs to be re-entered.1 Future consideration