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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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Excel export for Project Activity Report - Separate Column for Project ID / Account
Would it be possible in a future update to create a separate column for Project ID and Account on the Project Activity Report exported to Excel? This refers to a Project Activity Report that has a page break for each Project ID. Currently, these b...0 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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fix JE import
the new import does not follow the same format that Blackbaud is exporting out of Altru - this is thousands of lines of datat for me each month!0 Future consideration
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wired expanding pages
why is it that when paging through a journal entry, with every page more and more space is added between lines until finally there's only one line per page? -
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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Restrict auto self approval in Webportal for "Supervisors"
Currently in FE7, webportal "Supervisors" role automatically populates self approval, and you have to change it to your default approval rule. WE do have some self approve situations, but it is built into approval paths.1 Needs review