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Allow query path default to be changed
Currently the default path for a query is to a random network drive and it resets every time you open the query. It would be useful to save the prior path so that you can just go in and save to the correct spot each time.0 No Status
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Expand Receivable Invoice/Statement Format Options
Clients are identified as individuals or organizations. Connections can be made between the two, for example students and school districts. The bill-to can be switched to an organization over a client individually using certain rules. However, run...0 No Status
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Journal Entry Notes
When coping journal entries in Database view the Notes Description would update based on past history. When the journal entries are posted this would only take up a certain amount of the page. When doing the same in NXT all of the notes are copied...0 No Status
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Posting and printing
In the cash receipts database view we had the option to create favorites. I set it up so that when I was entering deposits everything that I needed was in one spot. I also did this in the Accounts Receivable module. We post deposits individually a... -
AR Refund Check - mass assigning a default bank account
right now in order to process refunds out of AR, you have to individually select each refund and select the bank you would like it to be cut out of. after importing 80+ checks, having to then individually click into each one to create the check is...0 No Status
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Column for account balance on the account list screen
It would be very helpful to have a column with the account balance with actuals only, encumbered only, and both totals0 No Status
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Using copy function in Web Invoicing on WebPortal, option to copy distribution information
When I use Web Invoicing and want to copy previous month's invoice, the vendor and amounts copy. I am forced to change everything but the vendor. I would like to have distribution information copy. Ironically the amounts copy, but that does change...0 No Status
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Please make the expense detail/purpose field travel from Expense Management to Payables. many of our users put lengthy explanations in this field and it is lost when it goes to AP. When going back to look at expenses historically - those explanations could be gold!!
many of our users put lengthy explanations in this field and it is lost when it goes to AP. When going back to look at expenses historically - those explanations could be gold!!0 No Status
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Make it possible to edit vendors on an invoice
Please make it possible to go back and switch vendors on an AP invoice rather than making us delete the whole thing and enter it again. That's time consuming and not practical.0 No Status
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Make all the fields " Required" in the expense management
Make the invoice number field within an invoice request set to be required, so as the document date. When someone submits an invoice, they should fill out the invoice# and the document date and should not be able to submit it if these fields are l...0 No Status