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FENXT: Add the Note field from the Project Records to the Project Activity Report
No description provided0 No Status
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Add a way to change payments to include a credit card processing fee expense instead of only affecting cash and receivables
BBMS takes a processing fee when it processes payments. Currently, creating an invoice for a customer creates a revenue and receivable, the receivable then can only be reduced via cash as part of a payment transaction. I would instead like to redu...0 No Status
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Edit the budget for an account while on the account page.
Previously in database you could edit the budget scenario for that account while looking at that account. This saves time because I dont need to edit the entire budget scenario just for one account.0 No Status
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Excel export option on Account Activity
Exporting data from the Account Activity screen (FENXT) directly to Excel would be extremely helpful.1 Planned
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Ability to print checks from Chrome
Chrome is the preferred browser, so why isn't printing available? Why is it necessary to change browsers during AP process in order to print checks?0 No Status
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Include EFT Remittance for invoice(s) paid under the Vendor record
Including the EFT remittance generated to the invoice(s) it paid, as a pdf, will make it easier to upload for auditing purposes or if the vendor requests the remittance emailed after the fact.0 No Status
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Adding a Link for Payment to an AR invoice
With an option to 'Pay Now' the customer would click on a link from the invoice that was emailed. This would allow the customer to make the payment in timely manner and would could link the payment to the AR invoice as paid. Payment options could ...0 Planned
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Cash Receipts should be able to enter multiple descriptions and amounts for more details in general ledger reports just like AP.
Cash Receipts should be able to enter multiple descriptions and amounts for more details in the general ledger reports just like AP. This would eliminate the need for multiple receipts for one deposit with multiple descriptions and amounts. It wou...0 Future consideration
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Mass field change
In database you were able to select an attribute field and mass change it from one entry to another (in this case change a signer on multiple funds into a new signer). This was done through the configuration tab in AP. In webview there does not se...0 No Status
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Web Receivable - Client-Contact Info in Alphabetical order
In database view the addresses in clients are listed in alphabetical order. Currently in Web they look to be added to the client record randomly. Will you please consider implementing the addresses in alphabetical order in a future release. We hav...0 No Status