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Custom Fields/Attributes should be in every related report and data list
Custom Fields/Attributes are critical to our reporting needs. That is why we take the time to add and maintain them. Unfortunately, they are missing from all the reports and related lists in NXT. It would be extremely helpful to add these import...2 Needs review
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Projects - have the option to setup an account so that a project is required. This would only be certain accounts (not all accounts).
This would ensure that accounts and related projects will match up and balance on the budgets.1 Future consideration
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Add the ability to run and export queries like in the database view
We all use the queries frequently to export to excel and manipulate.0 In Progress
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ability to resend approval notifications
It would be great, as an accounting team user, to resend approval notifications to remind other users to approve an expense. Even better would be for the system to automatically send a reminder every 24 hours until approved.1 Needs review
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Master List of invoice requests & where they are in the process of being approved.
It seems that there is no way to see a listing of all of the invoice requests that are in process for our organization. It would be very helpful to be able to see all of the requests & where they are "sitting" or "stuck" in the approval proces...6 Planned
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Forced Pagination in NXT
It doesn't make sense to limit the user experience when scrolling through lists anywhere in NXT! The user should have the option to select the number of items per page or to display "ALL".3 Future consideration
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Recurring AP Invoice/ACH Payment
Would like to be able to create monthly recurring invoice batches for payments made each month for the same amount, for example, leased equipment payments and monthly service contracts. It would also be helpful to be able to do batches for the one...1 Needs review
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Include formulas in Excel exports
While Financial Edge NXT improved the look of Excel exports dramatically over the database version, it still does not include formulas in Excel exports. This is a common feature in every other type of financial system - including inexpensive ones ...2 Needs review
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Bank Drafts
Be able to print bank drafts similar to checks so I can attach a copy to my invoice for the pertinent information, such as transaction number, date, etc.....3 Future consideration
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Upgrade Server Version of Excel
When I export a report to Excel using the hosted version of F/E, the Blackbaud server still uses an outdated version of Excel. It is way past time to upgrade!4 Already exists