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Administrator able to delete open/rejected invoices that are outdated or belong to old employees.
No description provided0 No Status
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Make "Ship To" a configurable field like "Ship Via" already is
Entering a new Purchase Order now REQUIRES “Ship to” address and it’s not applicable to us (we are entering things we purchase, not shipping anything to anyone). This was NOT a required field in database view, this appears to be new to web-view. C...0 No Status
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Via the portal allow constituents to apply their payment information to an active recurring gift.
Allow an option that when updating their wallet/payment information in the portal to apply it to their active recurring gift. Have had many members say the portal has the correct info, but their recurring gift charged the old account. Also allow u...0 No Status
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List the number of chosen Scenario IDs before merge.
Can we get a count of how many Scenario IDs are chosen before we merge? It would be great to have a count of the Scenario IDs chosen before clicking merge because while merging a lot of scenarios on different pages, I have to count the scenario id...0 No Status
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Vendor EFT Information Change Report
We are switching some vendors to EFT payments and we want as a control to view what vendors EFT bank information has changed during a given time to make sure no one altered the original bank information.0 No Status
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Batch Detail Report - Filter by GL Posting Date
Please add a filter by GL posting date to the Batch Detail Report in addition to filter by user creation and user posting date. It would be helpful to see the batches that posted to the GL as of a specific date or time period.0 No Status
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Adding the Distribution Account as a Custom Filter For Invoices.
I use the Invoice Filters In BB FE to generate a list of invoices that will be paid on our next check run. This gives a quick glance at what invoices are scheduled for payment. When I export the file and send it to the CFO to review, she often ask...1 No Status
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Please bring back Account View to the Chart Organizer!
I want to be able to see all the account detail for the whole report at once, without having to click each heading to drill down to the details. Too much clicking and too many popup windows. I got really good at designing VCOs in the database but ...0 No Status
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Default post-date in AP when using WebView
I have my default post date set up as today in DataBase View, but this configuration does not carry over to webview. Invoices will now post on the date of the invoice unless manually keyed. This is a horrible option!0 No Status
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Automated letters in AP
I would love to have the ability to create letters for the stale dated checks in Accounts Payable (over 60 days). Currently, we have to do this manually. It is a requirement in the escheatment process.0 No Status