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Add "Memo" to EFT payment remittance
It's really important that the memo field is added to the EFT payment remittance, just like it's included on a check stub. We have found that many vendors that we make EFT payments to rely on that memo field to understand what the payment is being...0 Future consideration
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Create 1099 Activity Detail Report
Every year, when the invoices for a vendor do not add up to the total amount reported on the 1099 Activity Report, we spend hours trying to figure out why. We hope to get a report that details what invoices/credits, etc. make up the value shown on...0 No Status
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Add Budget Checker interface to the Expense Category distribution when creating and approving an invoice request.
In WebPortal's WebInvoice you can check the remaining budget in an account when creating an invoice. This same feature should exist in Expense Manager when creating an invoice request. The Approver should be able to see this as well.3 Needs review
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Request for Feature to Automate Report Formatting for Positive Pay
Our AP specialist runs a prepayment report from Blackbaud after issuing checks to vendors and provides the report to our Senior Accountant. The Senior Accountant then uploads this report to our bank for positive pay purposes. Currently, the Senior...0 No Status
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Positive Pay Report
Extremely useful to prevent check fraud.0 Needs review
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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...3 Future consideration
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Report of User Activity
I would like to see a report of user activity (enter, post, upload files, download, changes made). This would allow for highlevel auditing of system changes.1 No Status
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Query (Project Type) add "Notes import ID" field
The Project Notes Import template requires a "Notes import ID" field in order to identify a specific project note. (Using project import ID would just add a new note.) This field is not listed in Query -- could it be added to Query? These are the ...0 No Status
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Bring Back Distributions to the Screen for Expense Management
We now have to click "Edit Distributions" in order to update fields which regularly change across departments (particularly related to contracts). This is slow, and results in human error for the less savvy users (they won't click that link to get...2 Needs review
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Allow AR client to have an overpayment on account
We have clients that pay a month a head or in error pay the incorrect amount owed. I would like to be able to have this overpayment show on their client activity and offset the A/R balance.0 No Status