-
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
-
1099 Activity Report - Needs to have a seperate columns! for NEC and Medical Pmts, etc
There should be a SEPERATE COLUMN for each 1099 type...for example, NEC and Medical Payments should NOT share the same column. When we export to excel, we can't total up each seperately. This was all so easy in DB view, but we can't run reports in...0 No Status
-
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
-
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.0 Needs review
-
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
-
Bringing the PIN and User ID fields to Vendors in NXT
As of right now, there is no option to view and edit these fields in NXT that we have in database view. We use these fields in a lot of our queries, so losing those fields in the total web solution would be frustrating.0 No Status
-
Recurring Invoices for Monthly Expenses
Would like to be able to use Expense Management (or Payables) to create recurring invoices that will automatically generate at a set time each month, give me an opportunity to update and add attachments, then submit.0 Needs review
-
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
-
Copy Existing Fund or Department to set up a new Fund or Department
We have the ability to copy a previous budget to a new budget. We need to be able to copy a current Fund or a current Department to set up a new Fund or a new Department.0 No Status
-
In payment processing, allow a filter for specific date.
We use different days for our check runs. And most times invoices will be paid at a later date than the day we are processing checks. There is currently no option to put today only as a filter.0 No Status