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Add transactions to be opened in Bank Rec, similiar to being able to open Bank Register
You’d have to have multiple tabs open to go back and forth between the 2 places (Bank Rec and Bank Register) currently …you simple do not want to have to close and open the reconciliation. And….because you can’t currently have the open reconciliat...No Status
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Deactivate unused funds
If a fund is no longer needed, we should have the ability to deactivate it from the fund list so it cannon be used.No Status
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Add description to invoices on Web view like in database view
We will be losing a critical field in AR/Client/Activity where you view invoices and payments. The description field will no longer be visible. Many clients track client subcategories like projects or grants within the same client. Options to keep...No Status
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Clean up Legacy Users in Record Security - User Security
Provide a way to inactivate or delete leftover legacy users from database view that are listed in Record Security User Security that never had a BBID. I am proposing this idea so that the user list in Control Panel - Record Security User Security ...No Status
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The Ability to Delete Multiple Invoices
An Import of 99 Invoices was imported with the incorrect date. The invoices need to be deleted. Currently there in not an option to delete multiple invoices. (the Invoices are not posted). Thus, the invoices will need to be deleted one-by-one :-(No Status
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Mobile App to Categorize CC Expenses and Attach Receipts
We're looking for a way to streamline the credit card expense categorization and receipt gathering process. We're requesting a feature that allows staff to categorize and attach receipts to credit card expenses from their phone. This would speed u...Needs review
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Allow admins to see unapproved invoices
Not being able to see unapproved invoices makes AP management difficult. Staff often ask about the status of their invoices but if the supervisor has not yet approved, I can't see the invoice at all. We should be able to see that it is in pending/...Needs review
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Change vendor name -if no activity yet on vendor
Often we add a vendor when creating purchase orders and have to edit or change the name before payment. The ability to change the name is extremely useful to prevent multiple Purchase orders that need closed when a PO is already in place, but vend...No Status
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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.Needs review
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Instructions for new NXT Implementations
It would be great if Blackbaud could put out manuals and/or demo videos with every new implementation they put out. It seems like Blackbaud University courses and Knowledgebase do not keep up with the new rollouts forcing the users to have to figu...No Status