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Ability to rearrange fields on GL distribution tab of AP invoice entry
We code to projects & locations on AP invoices whenever possible and, during invoice entry on the GL distribution tab, we have to tab past the AP account # field, AP description field and the class field to get to project & location which ...Needs review
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Have NXT Identify User already in a Journal Entry
In database if someone is using a JE it does not let you enter data until they are done. In NXT - if you enter data at the same time someone else is in the JE, it allows you to enter data but then you can't SAVE it and you have to cancel and the w...No Status
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Add separate columns for income and expenses in the Project Activity Report.
Net changes are difficult to check and track. A beginning balance column, income column, expense column, and net balance column are needed. I can make the report in database, but not in NXT.No Status
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Ability for NACHA file to include Customer Number
We started using NACHA files recently to pay vendors. Unfortunately, what we thought we be an added efficiency is not, because our vendors are not always matching our payment to their records. Financial Edge's default is to pull the vendor id numb...Future consideration
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Cash Receipts Customer List
We have a significant amount of cash receipts from the same customers. These receipts are not donations and therefore are not recorded in RE. It would be helpful to have the ability to create a customer list that can be accessed when entering cash...Future consideration
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Add an Invoice NXT - Move Tiles
Within the "add an invoice" page, the ability to move the tiles to better suit what we use during entry. For example, custom fields and attachments are all the way to at the bottom. Will we ever be able to re-position those and have it retained fo...Future consideration
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Bulk upload Expense Categories
When you are setting up the Expense Management system, having the ability to bulk create Expense Categories via an upload file (CSV). This would make the loading easier and faster if you a lot of categoriesNeeds review
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General Ledger setting Changes should not take 24 hours to be active
It seems ridiculous to me that when you change a setting in General ledger- ie: allow journal entries to post without creating bank adjustments- that it can take up to 24 hours for the change to take effect. That means we have to hold off on any j...No Status
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Add Folders to Attachments
Adding Folders to attachments so related files they can be grouped by folder. e.g. Grants Folders - Preaward (Proposal, budget etc) , Post Award (Notice of grant award, FFRs, progress reports) , CloseoutNo Status
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Adding T4A slips reporting functionality for the Canada Revenue Agency.
No description providedNo Status