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A/R Invoice Log needs to be refreshed to include adjustments
As of now, Invoice log view has only original invoice information (without any subsequent adjustments). However, when you click on the invoice, the details reflected correctly. The same issue with Customer Activity tab- the summary does not reflec...0 No Status
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Report of User Activity
I would like to see a report of user activity (enter, post, upload files, download, changes made). This would allow for highlevel auditing of system changes.0 No Status
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General ledger query
No description provided1 No Status
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Implement IDP-Initiated Sign-ons for the new SAML 2.0 SSO
Please implement IDP-initiated sign-on for the new SAML 2.0 configuration. IDP-initiated sign-on allows for a more simplified and streamlined user experience which is one of the accessibility benefits of having single sign-on. In an IDP-initiated ...0 No Status
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Add the Batch Summary Report to NXT. It was available in Database but was not migrated to NXT
The Batch Summary Report was being used to generate reports for our auditors - for example a report for all JE for the Fiscal Year. The Batch Detail Report that is in NXT is too detailed. The Batch Summary needs to be available to run like it was ...1 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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Hyperlink to batch or other source record when drilling into GL Detail
I would like to see more ability to drill down into source records when drilling down into transaction level detail in web view, such as we can do in database view. For example, from a Project page or an Account page, you can either click on a Per...0 No Status
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Process Manual Checks from Bank account
Would like the ability to process manual checks from the bank account payment processing dashboard rather than individual invoice records. Also the ability to record one payment that includes multiple invoices.2 No Status
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Allow staff member to see Payment Method when entering invoices via Expense Management
It is our goal to have all our vendors be paid by ACH. If the staff person who is entering an invoice in Expense Management could see what the payment method is, they could work directly with the vendor immediately (since they just received the in...0 No Status