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Add attachments to Journal entry batch in web view
Feature was available up to a weeks ago. There was an upgrade in features, and that particular feature is no longer available. It would be efficient if we are able to attach documents prior to saving the batch.0 No Status
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Blackbaud should connect to banks
If the bank cannot connect with blackbaud to show credit card and banking transactions then, at least, give us the option to download bank and cc activity and upload into blackbaud.1 No Status
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Merge duplicate accounts
If a vendor has changed their name and it wasn't caught when creating a new vendor is there a way to merge those two accounts together? Or if another person created an account without searching prior to and both accounts have transactions how can ...1 No Status
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Filter Grant Record by Grant Period
Many grants have a different grant period than the fiscal period you can currently filter for in the grants tab. Allowing users to filter by a period other than the fiscal year would give a better idea of where a grant stands much more quickly tha...0 No Status
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Hide invoices from users, based on account security.
I'm saying based on account security, but it could be query based (by vendor or invoice) as well. The major problem is that our budget managers don't need to see ALL the invoices in our system. It's a lot of extra information to filter out, especi...0 No Status
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Detailed History of Changes in Record Files
We should be able to see more detail about any adjustments or status changes that were made by users in record files - the ability to see who created it and who last changed it is helpful, but does not show the whole picture for audit purposes. Cu... -
Add File Layout tab Back to Import
Import functionality was removed from Database view and is not fully functional in WebView. The file import tab was so helpful in double-checking prior to importing. Please add import back to database view until fully developed in WebView.0 No Status
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Add the function of recurring invoices in FE NXT
Time saving data entry process, which is currently relied on in the Database.0 In Progress
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Create Admin portal for Expense Management that shows approval, approvers, etc
Added as a continuation from https://financialedge.ideas.aha.io/ideas/FENXT-I-853 Create an admin portal that allow users with security rights to view all submitted invoice requests in Expense Management. This would give the user insight into what...
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Needs review
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Import from within a Journal Entry batch (like in database view)
Importing directly from within a journal entry batch is much more efficient. It does not require that you assign the batch number to the import file and you can validate as soon as it is imported. In the current system, you have to create the batc...4 No Status