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Allow the EFT Remittance Emails to be more customized
Currently the Invoice number, amount, date. We would also need it to include the description as our internal invoice number listed is different than the vendors.0 No Status
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Add Head of Household filter to Work Center/Actions
We would like to be able to filter by Head of Household in Work Centers/Action tab for performance goals/metrics.0 No Status
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Add a pay as a guest or a pay without logging on feature
We have a significant amount of 3rd party payors. Since Blackbaud does not allow multiple users per account, it would be very helpful if on the electronic invoice that gets emailed to the family, there was a link or button to click to remit paymen...0 No Status
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Import Credit Card Transactions
Would like to import credit card transactions from a spreadsheet. Would make things easier and save one time.1 No Status
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Change report name links to run instead of edit reports.
90% of the time, we don't need to edit reports. Now that relative dates and similar settings exist, it is no longer necessary to review settings every time you run a report. Clicking the report name is one click. Clicking the three-dot menu and th...0 No Status
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New Journal Entry View is too limited
With the new update, functionality has been lost. A user is now unable to see complete information on a line without scrolling, making it difficult to enter data and proof before posting. The ability to scroll through the lines is also more diffic...11 Needs review
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Submit new requests to have bank or credit card accounts supported by Yodlee - CLICK HYPERLINK TO SUBMIT REQUEST
Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT. If you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option,...
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Future consideration
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Enhance ACH Payment Notification
Currently, the ACH Payment Notification Email that goes out to vendors when we pay bills does not have our organization's name or logo. It just has Blackbaud and Financial Edge identifiers - but our vendors don't know who that is. It would be grea...2 No Status
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please allow a transaction search by amount!!!
please allow a transaction search by amount!!! this is a basic feature for many of BB competitors, BB needs to add this function! transaction search only by batch# doesn't help0 No Status
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Tie refunds from non-feed credit cards to specific vendors
Refunds on a credit card feed appear as adjustments to the credit card, but you can tie them to a specific vendor. That way both the credit card register and the vendor account are accurate. We are moving to a credit card whose feed is unsupported...0 No Status