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Add Budget Checker interface to the Expense Category distribution when creating and approving an invoice request.
In WebPortal's WebInvoice you can check the remaining budget in an account when creating an invoice. This same feature should exist in Expense Manager when creating an invoice request. The Approver should be able to see this as well.3 Needs review
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New Bank Recon Environment
I am reconciling February bank statements to our accounts and I have found the new recon environment to be quite cumbersome. It seems the Treasury lists are no longer sticky, so all the sorting and column resizing disappears as I navigate through ...2 Needs review
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Download GL Transaicton Detail into CSV format
With current excel data download functionability, I can't play around with the raw data (with project ID as my distribution) for analysis without massive formating of the data. CSV allows raw data to be formatted to fit my analysis need.2 Needs review
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Add configuration to pick EFT payment options
Currently, the EFT payment date is generated from the due date of the oldest invoice in the payment group. This may work for smaller organizations, but larger organizations, like the UConn Foundation, pay LOTS of invoices via EFT and would expect ...0 Needs review
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Bulk update of credit card transactions
We have multiple credit card accounts, which means 200+ individual transactions to record each month. This wastes a lot of time and needs to be streamlined. I would like to see a way to update the data in bulk, instead of individually clicking int...0 Needs review
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Positive Pay Report
Extremely useful to prevent check fraud.0 Needs review
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Need to be able to import invoices with a payment method of Credit Card
The Financial Edge Credit Card Management feature is a great step in the right direction, but we really need to be able to import invoices with the Payment Method of Credit Card. The current import fields don't list Credit card account as a field ...10 Future consideration
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Reporting: Missing ability to update the description or rename a report
This functionality exists in the database view and was missed in NXT reporting. It is inefficient to switch to the database view to do this simple update. -
Category field under treasury
In education edge when doing a deposit, under the category field, you could tab to the field and start typing the name of the GL, however now in NXT you have to stop typing and pick the field with the mouse in order for it to function like it did ...0 No Status
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Allow us to record debits to cash receipts, allowing us to post net amounts (such as Spherion payments where fees were charged)
When posting cash receipts, we often have a debit offsetting the revenue, creating a net deposit amount. An example is using the Spherion website for fundraising. We receive a twice monthly payment from Spherion, when people have posted gifts onli...6 Future consideration