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Purge old vendor records
This was very helpful to purge vendors that did have activity 10+ years ago. How can we do this now in FE? We thought about using the One-Time check feature more, but that has other limitations on searches and such. How to purge vendor records in ...No Status
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System Admins ability to pull user/roles data/reports
As Web Invoice is being wound down, I wanted to see all the users who have Web Invoice user rights/role. I had to screen shot all users because you can't pull this information incredulously from the system and had to go into each user account to s...No Status
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Download GL Transaicton Detail into CSV format
With current excel data download functionability, I can't play around with the raw data (with project ID as my distribution) for analysis without massive formating of the data. CSV allows raw data to be formatted to fit my analysis need.Needs review
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Multicurrency for bank and accounts payable accounts
We maintain bank accounts in both Canadian and US dollars. It would be useful to have The Financial Edge able to handle both currencies and to have separate accounts payable accounts.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.No Status
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Ability to combine multiple payment types to Deposits
When we deposit funds to our bank the source could be AR or Cash/donations. It would be helpful to be able to combine both types of payments on the same deposit slip to easier match up bank statements with the actual deposit total.No Status
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add check boxes in "create journal entry batch" excel import tool for Interfund transfers and Create Bank transactions
When you import a JE from Excel into FENXT using the Journal Entry Batch Creator, you can only update the Description in the JE header. It would be nice to allow other header fields, like "create bank adjustments" , "Create balancing interfund ent...No Status
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Automate Yodlee downloads.
It would be nice to be able to set an automatic download of CC transactions rather than needing to go into Treasury and run that function.No Status
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Report to see all invoices that are submitted or in process in the expense management module
No description providedNo Status
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Print / export detail structure of VCO in FE NXT
It would be super helpful if I could print out the detailed structure of existing VCO's. This would allow me to review account code ranges in existing VCO's in order to compare and contrast as I'm building a new VCO. It would also be helpful in tr...No Status