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Allow for a Purchase Order to be created in the Expense Management under the webview.
This would be helpful to submit a Purchase Order form directly in the expense management module.0 Needs review
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Fix the ability to email financial reports to your staff
For years we have been able to email monthly financial reports to all our staff in Financial Edge. That option still exists in FE_NXT, but it does not work. Outlook does not trust the program attempting to send emails, but it is your software and ...1 Needs review
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Allow Purchase Orders to be Created with Amount Only
Allow Purchase Orders to be enter as amount only instead of by Qty. Performed services are not always based on the quantity or the number of times a service is performed, so the dollar amount of the invoice could be different.2 Future consideration
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Have attachments from Expense Management Invoices show up in the side bar when they are recorded and show up in Accounts Payable.
When users submit invoice requests or credit card activity in Expense Management they add attachments - their receipts or invoices, etc. When the transaction goes through approvals in Expense Management and is recorded, it then shows up under Invo...0 Needs review
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Include Due Date and PO Number fields in Expense Management
Our organization issues a PO Number (an internal control) and a Due Date (for cash flow purposes) to all invoices as they come in the door. This system worked well when we were entering invoices into the AP module because FE has fields to accommod...1 Needs review
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Allow printing a check from the invoice like in database view
Time saved by printing a one off check from the invoice so we don't have to go out of invoices and to treasury, etc.0 No Status
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Remove Need for Distribution in a "Do Not Post" Bank Account Adjustment
In database view we can record adjustments for investment activity in the bank account without needing a distribution. These adjustments are set as "Do Not Post." We do this so that we do not have to clear hundreds of entries that were allocated t...0 No Status
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Allow Papersave access to all the places in FE NXT that it has access to in FE Database view
We have files linked inside the deposits section of Financial Edge through papersave. In the FE NXT Web view we don't have the tile for Papersave in there. So those documents that are linked are no longer available to be viewed with the deposit in...0 No Status
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Void and Delete/Purge AP Checks on the vendor payment record
This feature was available in DB View on the vendor's payment record and was simple to reprint a check that failed to print incorrectly or at all for that matter. In NXT the process is more complicated by making you go to Treasury. Additionally, s...0 No Status
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When Viewing Multiple pages always defaulting back to page 1
The is the most annoying and time consuming process. I was just reviewing credit cards that have 2 pages. after reviewing it defaults back to page 1. The option for pages is at the bottom so a person is constantly having to find where they left of...0 No Status