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Reports in Tabular Format
If you're removing database view, you should add the option to print/produce a report in tabular format just like in database view. I use this feature a lot in the Fixed Asset module and the reports in NXT always gives me information for one asset...1 No Status
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Transfer of searchable Alias Field information from Database view
We utilize the Alias field in database view to list the w-9 DBA of a company, we also double up the information in the first line of the address for check printing. Currently there is no way to search for or use this field in web view or search th...4 Needs review
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Prit PRE Reconciliation report in "reconcile this account" in NXT
Can you please add the "print PRE reconciliation report" in NXT. Currently I have to go to DB view to get that report. It is helpful to be able to print it before finalizing.0 No Status
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Calculation rows in chart organizer
Being able to add valuations for rows in chart organizer..0 No Status
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export a list of users and their groups
Cybersecurity auditing requires us to generate this info at least 4x per year. Currently I create the user list by copying page after page from my browser into excel & then for groups I go to db view and right-click|export on each group (curre...2 Future consideration
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Miscellaneous Payments is a poorly chosen phrase
This terminology suggests something out of PAYABLES not RECEIVABLES. Miscellaneous Cash Receipts would have been a far better term!1 No Status
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Be able to apply payments in AR for an amount more than what is owed on a client's account
We deal with MCO's/insurance companies who send us remittance advice which can include multiple clients. We set up the MCO/Insurance as a client with multiple relationships, so we apply the payment to the correct client under the MCO/Insurance co....0 No Status
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Multicurrency for bank and accounts payable accounts
We maintain bank accounts in both Canadian and US dollars. It would be useful to have The Financial Edge able to handle both currencies and to have separate accounts payable accounts.2 Future consideration
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Email sent from BB for Expiration & Notification of Access and changes to Dashboards
All users that have access to Dashboards recieve notification by email of expiration of access.0 No Status
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Organization admins should not have automatic permission to change users access.
With the most recent updates organization admins have the ability to change the roles of any user. We do not want this. We liked the flexibility to assign and organization admin and then give them permissions within Financial Edge. Decision makers...0 No Status