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Allow the vendor genereated customer account number to appear on the check stub
It would be nice if we could have the option to allow the vendor's assigned account number (or "Customer number" on the Vendor tab) appear on the check stub so vendor can properly apply the payment to the correct account1 Future consideration
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Be able to copy a batch and and change the reference and set it as default so it automaticly change the reference for the whole new batch.
I think it is very useful if we can copy a batch and be able to change the reference and set it as a default for the new batch. Especially if the batch is a long one. In the old system when we copy a batch we are able to copy and paste the referen...1 Future consideration
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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
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Include changes to account balances in the batch balancing information
When there are journal entries that have many lines and are usually reclassing or adjusting amounts to/from different cash or revenue accounts, it is nice to see how the entries effect the account balances when validating the entry. It is a double...1 Future consideration
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FE Dashboard
I have a few sugggestions for the Income Statement on the FE Dashboard. Can we enhance the formating options to eliminate decimals and add commas? Also, there is an option in the format tab to report in thousands, but this only applies to the actu...3 Future consideration
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Default Deposit ID for streamlining Import process in Cash Receipts
When creating a CSV file for import, I find it would be easiest if the Deposit ID could be defaulted or equal the Deposit Number. Currently, for example, i create 60 Deposit records to receive the information in my CSV import. Then, I manually add...0 Future consideration
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Cash & Equivalents account detail on Cash Flow Statement
This would make it VERY easy to troubleshoot Cash Flow Code errors which cause Cash & Equivalents on the Cash Flow Statement to not match what should be the same amount on the Balance Sheet.0 Future consideration
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Add Chart of accounts field to disclose normal balance debit or credit
So we could print out a chart of accounts report that would list whether an account typically has a debit or credit balance. I am new to blackbaud and we just finished our audit. When I printed my trial balance reports there were numerous balances...1 Future consideration
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Sort General Ledger/Project Detail report by account number.
It only allows you to sort by project id or attributes.1 Future consideration
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Allow supervisors to change the defults for report formats.
This is useful so that an organization can globally set the report formats to fit their style guide, etc. It's also useful to not have to change this every time you crease a new report.1 Future consideration