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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When I export a report to Excel using the hosted version of F/E, the Blackbaud server still uses an outdated version of Excel.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!Already exists
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Bank Register Adjustments - option to post
It would be helpful under post status to allow us to post to the general ledger. This would have a lot of time exiting the bank reconciliation process just to post to the subledger.Under consideration
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Have an "exclude" feature for departments/accounts/etc in Reports. Need to see the entire population of departments for selection to include in reports.
Everyone who creates reports will benefit. Database had this feature and NXT doesn't. Now I have to manually download reports into Excel and then exclude lines that have departments or accounts that I want excluded from the reports.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...Future consideration
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Add column and have the ability to sort by Bank Account in the Payables Invoice screen
It would be helpful to see at a glance what payables are out there and the status. I understand you can create a filter but being able to sort would be faster.Needs review
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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.Future consideration
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Check Preview and Allow Changes
There should be a way to make edits to a check BEFORE Generating a check. There is no option to correct spelling errors or address changes once you generate a check. Check preview used to be an option before NXT, but it is no longer.No Status
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Add grant type as a report filter
Currently we have the ability to use project type as a filter; however, grant type is not available. Since this is a native field on the grant record, it should be available as a report filter.No Status
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Reporting: Missing ability to update the description or rename a report
This functionality exists in the database view and was missed in NXT reporting. It is inefficient to switch to the database view to do this simple update.Future consideration
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Add an invoice to a group of clients
Return the functionality of adding an invoice to a group of clients without having to import a spreadsheet. This was an option in database view and worked great!No Status