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Web training for allocation management
This is a very confusing but useful module and there is no training available. The guide could use some more examples or case studies but an actual live web training would be best.0 Needs review
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Ability to email statements and/or invoices all at once to clients.
We are currently using MailOmatic in database view to do this. But once database view goes away, will we be able to send AR invoices and statements electronically through NXT? Printing and mailing out is inefficient and costly.1 No Status
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Implement the PO system into Web View
No description provided2 In Progress
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Adding the Filter on Pre-payment reports to include Invoice Detail Descriptions in NXT
It would benefit those who are running the pre-payment reports in NXT to be able to see what it is they are paying when they are processing.1 Needs review
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Mass download of media/PDF files
Being able to be paperless is one of our strategic goals. However storing copies only in Financial Edge seems like poor business practices. We would like to be able to export invoice PDFs in mass instead of singularly within each invoice.2 Needs review
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Misc CR - Deposit list
Can you please add the Deposit List report to reporting module - just as you have in DB view? It does not appear in NXT I would like to see just0 No Status
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Statement balance on bank recs
Bank statement balance is now changing if new adjustments/JEs are adding after the bank rec process has begun. The balance coming directly from the bank statements are now being modified by FE to include any activity done by other users within sys...0 No Status
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Report that displays account and project balance in a single row
It would be great to have a report that displays that account & project balance in a single row. Currently you can summarize by project, but when you export to do analysis you can't do a lookup to the data on the project. Trying to get balance...1 Needs review
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Easier report setup
Eliminate the filters needed on reports at various levels. Reports require filters on both the setup and then columns if added - it is cumbersome to set up custom reports (esp when using projects to track separate areas of our business)0 Needs review
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Specify delimiter when exporting txt files
we currently can specify The delimiter when exporting a txt file and we have an important process that depends on it. We can today set several specifications when exporting files and this capability is not in NXT0 No Status