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Filter improvements for reports with multiple tags
I create a lot of different reports and use tags with those. Currently, if you select 3 different tags, it will pull every report with just one of those tags. I would love to be able to pull reports with all 3 of the tags only. This would help nar...0 Future consideration
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In Allocations, provide option for Destination account to be same as Source account so it auto-populates the Destination account field with the source account. This would eliminate the need to key in all the destination account numbers.
It is very time consuming to key in all the destination account numbers. Please provide an option for the user to select that the destination account field be auto-populated with the same account number as the Source account. It's crazy that this ...1 Planned
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Edge/Payroll: Post Gross Pay/Employer Expenses on one date and Checks/Deductions by check date
We use modified accrual instead of cash basis for our bookkeeping. Fundware allows us to post payroll how we want with entries to the general ledger on the dates we specify. Example: Payroll period of Jan 16-31 to be paid to employees on Feb 10. (...1 Will not implement
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Increase Maximum number of digits in check number in Financial Edge
While clearing transactions electronically in bank reconciliations, we have run into the limit of SQL Server's integer column when check numbers are converted form a string into a number. We followed KB article https://kb.blackbaud.com/articles/Ar...1 Future consideration
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Next and Previous Arrows in Open Previous Invoice
The search for previous invoice is super helpful when creating invoices. Thank you so much for adding that! Sometimes though, we want to be able to scroll through past invoices by dates, specifically when we don't exactly know what to search for. ...0 Future consideration
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Enable the Budget Writeback feature in F9 for Financial Edge.
F9 is such a useful and valuable tool but there is very little training available for it. More training tools are needed. It also has a feature called Budget Writeback where we should be able to export a budget to the F9 table for editing and then...3 Already exists
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Payroll check registers
it would be very useful to be able to run payroll registers by calculation batch numbers instead of dates.2 Will not implement
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Prompt for inactive employees while inputting time worked
This would allow for immediate verification of employee status and/or reactivation of employee so that time will calculate.1 Will not implement
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Ability to use masking of accounts when creating allocations and producing all reports.
Especially useful in allocation management where we can mask the account codes for obtaining % as a basis allocation.1 Future consideration
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Create popup window before posting in Accounts Payable requesting confirmation of intent by user
To prevent unintended posting when user runs a validation report and inadvertently presses "post" button, a popup window should ask, "Do you wish to post?"0 No Status