-
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
-
Requisition Training
Could a training regimen/syllabus for creating requisitions be created? We want our field users to create requisitions for material requirements and have the Purchasing Agent approve them. Does a training syllabus for creating requisitions already...1 Needs review
-
Make Financial Edge compatible with Microsoft Office 2013 64 bit
I've had to downgrade my Office version in order for my computer to work with both Financial Edge and Microsoft Office 2013. Would actually prefer compatibility with Office 2106 (voted for that as well) but would settle for 2013 64 bit for now.0 Needs review
-
Add project as a default transaction code
This would be useful so we could automatically link an account to a certain project when it is created.0 Needs review
-
Ability to Archive or Delete old payroll records
Having 10 years of payroll data when making changes and loading activity takes an extreme amount of time.1 Will not implement
-
Provide a calendar when populating date fields in Financial Edge
It would be helpful if I could click on a calendar to select a date when populating date fields in Financial Edge, such as invoice due date on invoice records and on the invoice due date fields in Banks when creating payments. This would eliminate...1 Already exists
-
Allow entry of PO number on Web Invoice or allow editing after posting/payment of a Web Invoice in Accounts Payable
Allow entry of PO number on Web Invoice or allow editing after posting/payment of a Web Invoice in Accounts Payable - this is useful for when WebPurchasing is used for tracking POs and Invoices are entered to indicate the PO has been processed. Th...0 Needs review
-
Give FE the ability to process more line in the Employee Payroll Distribution table.
Because of our varied funding streams, there are a few employees who's payroll table includes many, many pay types. Processing payroll for these employees usually results in the program crashing until we reduce the pay types. After contacting supp...3 Will not implement
-
Allow Editing on Fund Balance Account in Configuation
Unable to get Fund Balances to close to various Cost Centers because someone unchecked the box in Segment-Cost Center-Preserve Details during Closing. Now I am locked out and can only fix it by setting up new funds and transferring the data or set...1 Needs review
-
Couldn't validate budget import updates
In our budget process, we do an initial import as part of the analysis process. After generating reports and reviewing budgets, we copy the initial budget scenario into a different version and import a file of additions and changes. When we try to...1 Needs review