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When exporting query results to Excel, always use "XLSX" format
When choosing File > Export the type "XLSX" is available. When choosing the Export to Excel icon, the result opens automatically in "XLS" format which is an old format.0 Needs review
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Credit Card report
Need a report for audit purposes that outputs who submitted, GL posting account, who approved, confirms that a receipt was uploaded, and with a live link to the view the receipt for at a glance.0 Needs review
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Allow customer-account number to show up on check stub of A/P payments
Especially in a relatively paperless world, the customer ID is the key identifier that keeps our A/P checks from being applied to the wrong account by our vendors. Currently, if we want our customer ID to show up, we have to type in it every time ...0 Needs review
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Fixed Asset Criteria in AP
There should be a way that flags invoices in AP when they meet the criteria for a fixed asset. That way, the financial person looking in AP can be alerted of potential fixed assets that are being bought. A step further would be when you open up th...0 Needs review
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Adjust 1099 Status in Expense Management
When submitting invoices, A/P allows the 1099 status to be set, but Expense Management does not. This is needed for some vendors. (A guest speaker's honorarium goes on 1099. A check for his travel expenses does not.) It would be good to have this ...1 Needs review
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Show all GL numbers coded within a project ID, not just revenue and expenses.
We include project ID's when processing invoices for fixed assets. Unfortunately, on NXT, only revenues/expenses show up when looking at a project page. We have to check the database version to confirm the asset purchases in a particular project O...1 Needs review
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Lock Accounts Payable
We have multiple employees that enter accounts payables. When we go to processing and post the accounts payable it would be nice if we could lock the module until that process was complete. We find that employees are entering while we are proofing...0 Needs review
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NXT Webview should provide account detail when warning of the distribution entered causing an over-budget
The Database view will both warn as well as provide details into the accounts and budgets that would be overextended when distribution is saved. The Webview will warn of this but provides no detail. This can make it hard to determine what account ...0 Needs review
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Add Logo to Financial Statement Header
We would like to present financial reports with our logo at the top. This would enable professional presentation of financial information to users.0 Needs review
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Add project division and project department to Custom Management Report.
We would like the option to show the project division and project department as columns or optional columns to the custom management report. That would enable us to get detailed reports (by project) for the different reporting areas without having...2 Needs review