No Status | Financial Edge Ideas

18 Vote

Recurring Journal Entries in NXT

Recurring journal entries with global change option for changing the date and journal reference is a great time saver and eliminates opportunity for errors to occur when entering the data each month.

Created 27 Apr 18:39 by Jan Liskey

General ledger

2 No Status
9 Vote

Please add vendor ID as one of the field for NXT Financial Edge report

Please add vendor ID as one of the field for NXT Financial Edge report. we are able run report based on this field

Created 06 Feb 17:10 by Guest

Vendors

0 No Status
20 Vote

Allow manual or automatic refresh of dashboard data so it can be viewed in real time

Currently, the dashboard data reflects a last refresh time of anywhere from 5 to 8 hours ago. I have called out staff members for not approving invoices in their Expense Management queue based on what I have seen on the dashboards. However, someti...

Created 15 Feb 20:55 by Guest

Dashboards

0 No Status
5 Vote

Add description to invoices on Web view like in database view

We will be losing a critical field in AR/Client/Activity where you view invoices and payments. The description field will no longer be visible. Many clients track client subcategories like projects or grants within the same client. Options to keep...

Created 14 Jun 17:10 by Guest

Receivables

0 No Status
4 Vote

Delete / void one time check

Delete / void one time check

Created 16 Jul 21:00 by Guest

Payables

1 No Status
8 Vote

ADD CREDIT CARD PORTAL

We have been trying to get Farm Bureau Bank's credit card portal added to the Yodlee feed for over three years now. Please get this completed.

Created 07 Mar 18:45 by Taylor Gagne

Expense Management

0 No Status
5 Vote

Printing bank pre-reconciliation feature on FE NXT

No description provided

Created 12 Jun 18:07 by Guest

Treasury

0 No Status
12 Vote

Having an Excel Add-in for invoice entries similar to the Add-in "Create Journal Entry Batch."

We often enter invoices with 40+ line items, it would increase accuracy and efficiency by leaps and bounds.

Created 26 Oct 21:19 by Guest

Invoices

1 No Status
1 Vote

Search for query users

We have had multiple instances of queries becoming corrupted. The suggested fix is to remove all users access to the query, then delete and recreate the query, then reassign access. The query cannot be deleted if it is assigned to a user. There is...

Created 21 Oct 12:30 by Mike McCauley

Reporting

0 No Status
6 Vote

When Add a Vender in FE NXT having the option to enter “Vender ID”

This will help us identify the venders by Alien number (just like Social Security #) which is part of our payment go out to specific Refugee clients.

Created 08 May 14:55 by Guest

Vendors

1 No Status