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Add folders in the Reporting Module
It would help everyone stay organized if we could create folders within the Reporting module to organize our reports. We do use favorites, but for me as an admin i use a lot of reports and it would be helpful if I could organize them.0 Needs review
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Add the ability to run and export queries like in the database view
We all use the queries frequently to export to excel and manipulate.0 In Progress
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Bank Pre-Rec in NXT
There used to be an option to view/print bank pre-recs before staff finalized/committed a bank rec to FE. How are people reviewing in NXT without this option available? I think it needs to be added back.1 No Status
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printing
it should be easier to print a journal entry, it's so time consuming to have to run a report to print.0 No Status
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Please Fully Migrate Actions to WebView
When working in Database there is an action functionality where you can assign an action to a user to complete. This same function is available in WebView but with limited functionality. In order for the action tab to be a workflow in WebView and ...1 No Status
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Add Action reminders to the NXT Home Page
We have the function to see actions that have been assigned to us in the database view but not the Web based view0 Under consideration
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Approval By Person "A" OR Person "B"
It would be great to have the ability to set approval rules to be assigned to more than one person. So that, it can be approved by one person OR another person when multiple people have the authority for approval.3 Future consideration
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Enhance the new Report Scheduler function
I am excited about the ability to schedule reports to be emailed on set dates. There are some things I would like to suggest to improve the user experience on this function: Currently the reports are only sent in .pdf format; it would be helpful t...2 No Status
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Bring back the defaults tab in cash receipts
This is useful so that the date the deposit was made can be entered once and carried over to each payment as it is entered - therefore reducing the wrong date being entered. Also, the type of payment: cash, check, etc can also be chosen - also red...3 Planned
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Request for Feature to Automate Report Formatting for Positive Pay
Our AP specialist runs a prepayment report from Blackbaud after issuing checks to vendors and provides the report to our Senior Accountant. The Senior Accountant then uploads this report to our bank for positive pay purposes. Currently, the Senior...0 No Status