-
Payment Custom Field Defaults
Currently when entering payments into a deposit, you have to add custom field lines manually. I would like to set it up so custom fields are already defaulted to appear every time a new payment is entered. I don't want the value required, as we ma...0 No Status
-
Filter Invoice List on Credit Card
I would like to be able to filter the invoice list based on WHICH credit card was used to pay or add a column with this information.0 No Status
-
Disable the personal expense check box for credit card charges.
Disable the personal expense check box for credit card charges. Our employees to not reimburse the credit card directly. If an accidental personal charge happens, they reimburse our company. When/if they select the personal expense check box this ...0 No Status
-
Cash Receipts/Treasury Module Distribution Tables
I need to have the flexibility to edit and reorder rows in my distribution tables in the Cash Receipts/Treasury Modules. That ability is now gone in database view and apparently is not available yet in NXT.0 No Status
-
Treasury Module - Payment screen should allow for autofill capabilities based on more than the first letter entered.
The "Category" entry in the Treasury Module Payment screen is too limited in that it doesn't have "word completion" beyond the first letter of the word. It would be very helpful if you could enter 2-3+ letters to narrow down the list to get an exa... -
Running Reports
It takes too long to print one report. Should be able to choose which form to print in and hit print.0 No Status
-
Have checks print out in the order of Vendor and their Client Alphabetical order. That is the order in which they were selected for "Process of Payment" from the Bank.
Mostly there are some 10-15 Vendors with their Clients (up to 10-25). When entering in the Bank to process payment and done by Vendor and then Client Alphabetical order checks should come out the same way. This will avoid having to dig through the...0 No Status
-
Invoice Alerts / Hold Payments
It would be helpful if you could change the color of the alert when you add the alert to an invoice. The blue doesn't stand out. Also, it would be helpful when you are printing checks that the invoice has a notification or flag for the alert. Alon...0 No Status
-
Extend or allow multiple time options for Dashboard links for external users
Currently, a link to a dashboard for external users is only 10 days. As our board and primary stakeholders do not have accounts to our Raiser's Edge, and we'd prefer they not have access to drill down into dashboard links even if they did, we need...0 No Status
-
In Financial Edge: ability to Load Distribution from table (excel) into Journal Entry Distribution Tab with dollars not just percents.
The function of being able to 'Load Distribution from Table' (excel) saves time. But currently you can only load percentages not dollars. Being able to load dollars would allow the user to bring in excel data that is in dollars rather than trying ...0 No Status