-
Add more Journal Field options on insights
When creating an insight, please add "Journal" and "journal Reference" as filtering options. We are trying to setup an insight for contract information from Tuition Management and need to be able to filter the unique code or reference to isolate t...1 Needs review
-
Need to see the Name of the Credit Card when approving transactions, not just the person who submitted the transaction.
We have administrative assistants who support multiple people, which means multiple cards. Currently, the only name that shows up on pending transactions is the user name of the person who submitted the charge not the name of the card holder, so i...0 No Status
-
Hide paid charges on statements
It would be great if fully paid charges would not appear on current statements. Looks very messy when sending statements to clients.0 No Status
-
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
-
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
-
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
-
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
-
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
-
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
-
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