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Auto-fill Dates
In AP, the one thing I miss is auto-fill dates. My post date was set to invoice date and I could just tab through. If not an auto fill, if I could use a hotkey like F3 as in FE7, that would help.1 Future consideration
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Integrate with Amazon
Our school uses Amazon as our main vendor for all school ordering. It would be great if the systems were integrated. It's a tedious process to enter the invoices, even when using the invoice upload feature.1 Needs review
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Please add credit card import from universal csv file ability and add integration with Ramp.com!
No description provided1 No Status
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Drill down capability for journal entries on dashboards to view attachments
When reviewing budget dashboards you cannot drill down to see the detail for journal entries, only AP items. Many times expenses are recorded or moved via JE's and it would be extremely helpful to be able to see the backup for those moves.0 No Status
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Expense Management Submittal Report
In an effort to zero in on employees struggling with their invoicing, it would be helpful to have a report of original submittal date with invoice date & payment date.0 Needs review
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Posting Credit Card Adjustments
When one of our team members has a return or credit on their credit card we have to code it using an adjustment category. These transactions should be posted through Cash Management. However, in the webview our Visa Account does not show up as an ...0 Needs review
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Export excel files efficiently
We need to be able to export excel files from the database in order to review the data and utilize it. I cannot export it without remapping the file every single time and when you are reviewing hundreds of accounts, it is ineffective and time cons...0 No Status
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Add a column to Journal Entry batches that shows the 'Post Date'
Journal entries are entered for different months ie: post dates. It would be helpful to see which entries are needed to be posted for a particular month/date as we try to close that month. The date posted is different and not important in this pro...2 Future consideration
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Attribute / Custom Field in Excel Add In
Have the ability to import Transaction Attributes / Custom Fields in Excel Journal Entry Add In.1 Future consideration
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Enable Self-Approval for Credit Cards AND/OR Invoices in Financial Edge NXT
It would be nice if we could add self-approval for Credit Cards and Invoices independently. Currently, it's both or neither; but our business office would like to see if we can enable Self-Approvals for Credit Cards, and still require all Invoices...0 No Status