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Update Query fields for AP invoice imports to include the payment method: Credit Card and Account to use
Please adjust the Query fields for AP invoice imports to include the payment method: Credit Card and Account to use. The Account to use would not be the bank account. It has various credit card / card holder accounts. Please view any one of our Ho...0 Needs review
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Cancel Buttons
The cancel buttons are right next to the save buttons on almost every feature. I pop up notice asking if you really want to cancel would be great. I've accidentally hit cancel quite a few times and it just cancels without asking if you really mean...0 No Status
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Validation report format - add logic for project ID and project description
In web view, there is only an option to either include or not include the project ID and project description for every transaction line on our batch validation reports. The validation report in the database view would only print project ID and pro...0 No Status
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Automation of JE from Bank integration
It would be great if BB could utilize the bank integration feed to automatically create the JE for items other than checks that need to be recorded using the transactions it already brings in to reconcile through the treasury module. Using the ban...0 No Status
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Upload Credit Card Transactions Directly to Expense Manager with an Excel Spreadsheet
Simply allow us to upload bulk transaction information into our expense manager and have that transaction information distribute to our user accounts as if from an active credit card feed. That way we'll be able to utilize the management approval ...0 Needs review
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When you are in a Vendor record and trying to upload an attachment: you should be able to add the attachment type right when you're in the record. Without having to go through the Control Panel, tables, etc. It's not very user friendly.
When you are in a Vendor record and trying to upload an attachment: you should be able to add the attachment type right when you're in the record. Without having to go through the Control Panel, tables, etc. It's not very user friendly.0 No Status
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Allow reconciliation regardless of vendor status
Vendor status should not stop bank recons from going through, and even if the error has to stay, can the error be more descriptive and specify what vendor is inactive?0 No Status
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Bank Reconciliation - filter by transaction type and Transaction status for outstanding deposits
NXT does not offer the functionality for bank reconciliations like DB View does. I'm currently not able to filter by just outstanding deposits for the current bank reconciliation process. DB View has so much more functionality with bank reconcilia...0 No Status
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Stop clearing coding when tabbing off before drop down populates
This is one of my biggest issues with FE NXT. When I type in coding, if I don't wait for the dropdown to populate before clicking or tabbing off the field, it erases the coding. Entering invoices should be as streamlined as possible since users of...1 Needs review
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Close or soft close of modules in FE.
It would be helpful to be able to stop AP/CM entries while finalizing Journal Entries. We would like to stop all AP entering on the 5th day of the following month. But need additional time to record other month end entries. Currently you it is all...3 Future consideration