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Ability to add Payment Terms as column to Vendor search without having to view full record and scroll down to see it.
We constantly have to view Vendor Payment Terms and would like to add it as a column to the Vendor search screen just like the other fields added with the Choose Columns icon.1 Needs review
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Add Budget Column to Trial Balance Reports
While working with our auditors this year they requested a Trial Balance Report that included a column with our Budget figures. It would be helpful to be able to add columns to the Trial Balance Report like you do on the Income Statement Report.0 Needs review
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Setup auto pay at due in FE to create bank draft when invoice is automatically paid through vendor website.
It would increase efficiency for user/organization0 Needs review
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In VCO Add "None" as an option under transaction code in account filters
I am trying to run a report for some accounts and I wanted to have each row in the report correspond to a specific transaction code. I will not have a complete report which ties to a trial balance without having the option "none" for transaction c...0 Needs review
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Close Fiscal Period Option by Module/Product
Would like to have the ability to close fiscal periods (soft close) to prevent data entry by module or product. For example: Set options to not allow invoices or gifts from Raiser's Edge to post to a specific fiscal period; however, still have the...0 Needs review
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Add Vendor Type to vendor query for EFT payments
According to the banking system, organizations and individuals receiving EFT payments must be paid using different ACH ID numbers specified by the bank. If you use the wrong bank ACH ID, then there is a possibility that the EFT payment will bounce...0 Needs review
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Provide a way to check the budget for an expense account directly from the manage expense tab in NXT
In the former webpurchasing tool, there was the ability to quickly check the available budget for an expense account (by project) within the invoice approval process. It would be convenient if you could check the available budget (by project) dire...1 Needs review
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Globally change information on reports set up in Queue
This would be useful for times when you need to change the parameters of the report (i.e. dates, headings) for a one time queue.0 Needs review
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Use alpha characters for eft, ach, & bank draft transactions.
Many banks add letters to their eft, ach, & bank draft transaction numbers. Financial edge only allows numbers in that field.0 Needs review
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Let institution add custom messages on Web Invoice home page
Web Invoice home page is pretty blank. In the meanwhile, we want to remind users some rules of submitting the invoices, so they won't make mistakes or use wrong types, etc.0 Needs review