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Bringing the PIN and User ID fields to Vendors in NXT
As of right now, there is no option to view and edit these fields in NXT that we have in database view. We use these fields in a lot of our queries, so losing those fields in the total web solution would be frustrating.0 No Status
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Filter by date in Grant Record
Grants don't all have the same grant period, and few grants are fiscal year grants. The grant records need to be able to filter by a date range to give useful information. Currently, there is no option to see the whole grant period together, and y...0 No Status
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Project number Balances in Grants Tab
Being able to see a balance for an income source next to the project number / income source name in the grants tab would be very helpful for our staff who are looking at a grant as a whole. We have a few grants with nearly 100 income sources (sepa... -
You need to be able to change default when printing checks to computer check instead of bank draft
each time you print a check, you must go into treasury and change the default from bank draft to computer check or you cannot print the check0 No Status
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Ability to Sort Custom Fields
Would love to be able to sort Custom Fields either alphabetically or numerically.1 No Status
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Create 1099 Activity Detail Report
Every year, when the invoices for a vendor do not add up to the total amount reported on the 1099 Activity Report, we spend hours trying to figure out why. We hope to get a report that details what invoices/credits, etc. make up the value shown on...0 No Status
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Request for Feature to Automate Report Formatting for Positive Pay
Our AP specialist runs a prepayment report from Blackbaud after issuing checks to vendors and provides the report to our Senior Accountant. The Senior Accountant then uploads this report to our bank for positive pay purposes. Currently, the Senior...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.1 No Status
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Query (Project Type) add "Notes import ID" field
The Project Notes Import template requires a "Notes import ID" field in order to identify a specific project note. (Using project import ID would just add a new note.) This field is not listed in Query -- could it be added to Query? These are the ...0 No Status
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Allow AR client to have an overpayment on account
We have clients that pay a month a head or in error pay the incorrect amount owed. I would like to be able to have this overpayment show on their client activity and offset the A/R balance.0 No Status