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Positive Pay File to upload to Banks
This would provide greater security, save time and be overall more efficient to upload a positive pay file to one's bank. Currently an EXCEL spreadsheet has to be severely manipulated and then saved as a CSV file in order to meet the parameters ne...0 Needs review
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Ability to select a bank account for payment during invoice entry
We have multiple checking accounts for different entities within our organization, and sometimes the default bank account set for a vendor isn't applicable. It would be helpful to be able to select the bank account when entering an invoice, especi...1 Needs review
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View and sort by Vendor ID when approving invoices
When processing a batch of invoices for approval, we like to sort/group by the Vendor ID for efficiency. Because we run different companies all in the same system, we distinguish which vendor goes with which company by the way that we've created t...0 No Status
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Make project security using queries more dynamic
Project record level security is somewhat different than the account record level security. When a query is updated/changed that is being used on a user record for project security the results of the changed/updated query are not picked up by the ...0 No Status
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Ability to put company logo on reports
It would be nice to be able to put the company logo on reports that are being presented. It would give the reports a more professional look.0 Future consideration
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Add First Citizens (Commercial Advantage) for bank feeds - currently not supported by Yodlee
Our banking is done using First Citizens Bank Commerical Advantage. As this is not supported by Yodlee, the bank feeds to FE NXT will not work. Please have Yodlee support this so that the bank feed feature will work! First Citizens is a regional b... -
We need a validate button when posting to the GL
It would be helpful to have a validate button on all imports/postings to the GL that way we can review the file load and it not be posted yet until we see it all looks right in the fields. Right now you get a brief posting window but then it posts...0 Needs review
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Budget import - allow accounts, projects AND notes on one import template
Please add the ability to import budgets with accounts, projects AND notes. We budget by account and project. We include detailed notes on each account entry so the managers can remind themselves what was budgeted, and aid in projecting future spe...7 Reviewed: Need Further Info
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Add ability to see vendor addresses in invoice entry
When entering invoices, you cannot currently see the actual addresses on the account so you know which one to choose. You can see what they are labeled, but not the actual address itself. When I asked support, their answer was go out of invoices i...6 Future consideration
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Ability add Bank Adjustment type "Transfer" from matching screen
When on the "Match transactions for [bank account]" screen in web view, there is a feature where you can select a transaction from the Feed on the left, and choose "Add adjustment". This is integral to our daily reconciliation. However, if the tra...1 No Status