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Allow GL Post to filter for RE7 User
In General Ledger Processing there is a filter for filtering entries by "Created By". However, even though entries created by Raiser's Edge and posted to FE have the unique Created By name of RE7 User, you cannot filter by that name to post just t...2 Needs review
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Add Manual Check as option in API
Should be an option in API0 Needs review
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New hosted users - feedback regarding user preferences, time out, client and AP aging.
The biggest is pulling over user preferences - very important for defaults especially with inputting invoices. We would like to be able to extend the time out function to longer than 30 minutes in NXT. Treasury should include the column client so ... -
Add PO Line Item Project distribution amount as an output field in a Purchase Order Query.
This field is currently available to export from a Purchase Order Export, however, it's not available in a Purchase Order Query. In Export, the formatting is vastly different from Query and the information only exports one row per purchase order i...0 Needs review
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Balance Total Amount - GL Activity Report
Show the balance by period on the GL Activity report when the day ranges is greater than one period.0 Future consideration
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NXT adjustment safe should return user to register, or give option to safe and enter a new adjustment
As it is now in NXT, it is not easy to enter more than one adjustment at a time. Anyone entering more than 1 adjustment at a time will benefit from this. Everyone! Easiest fix is to put a save and new button at the bottom of the adjustment entry p...1 Future consideration
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Easy access to invoices after they have been generated via Reoccurring Invoices option
I would like to have the ability to click into an AP invoice after the invoice has been generated through Reoccurring Invoices. Currently, a query report just pops up telling me all that has been generated, and then I have to go back to the invoic...0 Needs review
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"Group" in Headings
We can add ending date or beginning date in column headings. It would be really cool if we could add a 'group" or "project". This way whatever I filtered by would be highlighted in the column.0 Future consideration
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Allowing mulitple temporarily restricted "banks" in A/P to tie to a specific A/P account even if the fund is the same.
We have 5 temporarily restricted checking accounts at our school. Each checking account has an associated "bank" created in A/P module. All of these bank accounts share the same fund, which is 20 in our system. These accounts serve very different ...1 Needs review
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Allow Queue PDF reports that are emailed to be named
If you export a Queue report, it allows for a file name to be added (which names the PDF). If you email a Queue report, it is named based on the type of report (as an example, it is named "User 27_425771407_GLRep119L") and there is no option to ed...0 Needs review