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Allow matching of multiple lines on bank feed to multiple lines on bank register
We currently have multiple items on the bank feed match to multiple items on the bank register. Because it does not allow us to do that, we are unable to complete a full bank reconciliation within FE. We have to do some on FE and some on an excel ...11 Future consideration
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Filter date ranges in account / grant / project records
Many grants have different periods than the calendar year. This means that in order to take a quick glance to see where a grant stands, you have to take the first year totals and change the filters to the next year to figure out what is going on. ...0 No Status
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Add balances on the project list screen
It would be very helpful to have columns with the balances for projects so you don't need to open each project to see the budget, revenue and expense amounts. That way one could set filters and then scan through the list.1 No Status
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Add a step to review and approve bank information for vendors
Currently there is no review process for bank information for vendors. It would be nice if one user adds or modifies bank info for vendor, and another user is prompted to review and approve it. OR Blackbaud should be able to produce a list of vend...0 No Status
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Make posting Journal Entries Easier in NXT
When you go to GL, Journal entry, and there is a list, why not just have Validate and Post as options on the drop down menu. Extra steps to edit and then post that aren't necessary!1 Already exists
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Make posting batches easier in NXT
When posting a subledger, create a validate and post button withing editing the post parameters. It's just extra steps to go in, change dates, etc, save it, and then validate and post. -
Print Criteria Page for Statement of Activities, Statement of Financial Position, Balance Sheet, Income Statement, and Chart of Accounts Report
The option for printing the criteria page is available on many reports, but not on these specific reports in web view.1 No Status
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Add account distribution to Excel Add-In
Currently Cash Management Distribution and Transaction Distribution are available. We need to import lots of credit card charges into AP as Invoices and the cash management distribution isn't an option for import. But the account distribution is.1 No Status
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Sorting of Bank Account List in FE NXT
I would love it if there were a “sort” option in the filter settings for the bank account list. That way, I wouldn't have to re-sort the accounts every time I open the list. (Thanks!)0 Needs review
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Action Attributes need to be in the Web view!!!!!!!!!
We store all our service data in the Action Attributes. This is a very necessary part of our monthly reports.0 No Status