-
Ability to hide the transaction class column on the invoice general ledger distribution screen
Having the option to hide the transaction class column on the invoice GL distribution screen would help reduce inadvertent changes to the class. In our case, the transaction class should be the default class set up with the account code. We do not...Needs review
-
Only show tabs that contain data on Vendor records
It would be helpful to see at a glance of the tabs on a vendor which ones contain data. Like in SB you can choose which tabs to light up IF they have data.Needs review
-
Allow the field for "date paid" or "Post Date" to show in "Activity" tab in Vendor record. "Check Number" field is there. "Date Paid" or "Post Date" would be very useful.
No description providedNeeds review
-
Fixed Asset Purge process improvement
Please allow assets to be purged more easily. Getting exclusive use of the system is next to impossible, I cannot understand why this is a requirement.Needs review
-
Add Customer Number on Checks
A few vendors require our customer or policy number to be printed on our checks, but it currently isn't an option under format checks. This small change would be helpful so we don't have to remember to write it on the checks manually each time and...Needs review
-
Prepopulate more fields "out of the box"
I recently had to request information about how to add Attachment Types so that I could attach PDFs of invoices to my payables records, and I was reminded how much more I would enjoy working in Blackbaud if more of the fields were prepopulated wit...Needs review
-
Delete Void Unused Checks Option in Cash Receipts
Since a user can only void unused checks in AP and not in Cash Receipts, this link does not work. It requires a Transaction Type in a pulldown list without options.Needs review
-
Highlight Active Database for Organizations using multiple databases
Many organization that have multiple Financial Edge databases really like the ease of switching between databases in NXT. With the ability to quickly change comes the risk that the user is entering a transaction or record update into the wrong dat...Future consideration
-
Allow project distributions in reports to be filtered by active/inactive
I created a trial balance by project, but I'm getting every project that ever was. I would like to consolidate this down to only the active projects since inactive projects are...well...inactive and not necessary.Future consideration
-
Centering the address when printing on envelopes from Financial Edge.
The address is not centered on the standard envelope when you print it from Financial Edge. Also, the program does not allow you to customize the format. Please either allow us to format the letter or center the address.Already exists