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Net Asset Rollforward by Project Report Needed
Description Add a standard report in Blackbaud Financial Edge NXT that produces a Net Asset Rollforward by project, including: Beginning balance Additions (contributions, investment activity, etc.) Releases / expenses Ending balance The ...No Status
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Adding papersave option in the Treasury>deposit and payments
It would be helpful to have the papersave option in the treasury deposits and payment area. As of right now we add the deposits and payments and then have to go into database to add the backup.No Status
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Open accounts from balance sheet
Previously when I ran a balance sheet, I could click on the account number or account description to drill down on the account activity detail. Now that function seems to no longer be available. That was a useful tool that should be restored.Needs review
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Custom Dashboard Export
It seems currently only data from insights on custom dashboards can be exported. It would be great to be able to export it as a PDF, like with standard dashboard.No Status
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Adjust columns in GL post batch detail report so full GL account description can be read
Current settings in the Post JE Batch Report cannot be modified. The Trans., Journal and Date columns are too large. If these were reduced to fit only the width of the data in those columns, the Account Number column could be set to grow in order ...No Status
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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When I export a report to Excel using the hosted version of F/E, the Blackbaud server still uses an outdated version of Excel.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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Vendor history should include EFT changes
Changing EFT information is a potential fraud risk that can redirect payments to a unauthorized source. This should be included in the change history because at this point there is no way to know who made and EFT changeNo 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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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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Ability to sort grid in allocation pool
Our funds all start with letters they are not numerical. We would need to be able to sort alphabetically in the allocation grid as we are able to do in database view.No Status