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Web Receivable - Client-Contact Info in Alphabetical order
In database view the addresses in clients are listed in alphabetical order. Currently in Web they look to be added to the client record randomly. Will you please consider implementing the addresses in alphabetical order in a future release. We hav...No Status
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Ability in Chart Organizer to automatically generate and replicate sections based on an applied filter, replicating by selected values of that filter
The ability to set sections or levels of a report to replicate and show data by specifically set fields and filtered values of that field will allow an organization to use a report and chart organizer without the need to modify when a reporting un...No Status
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Credits on credit cards should be links to the vendor record on which the credit card credit is being taken.
The credit through the expense module, comes over as a Bank Adjustment. It does not link to the vendor records. This makes it difficult to find the credits and the vendor records are overstated. Those "Bank Adjustments" should be treated the same ...Needs review
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Receipt Attachment Bulk Download
Our auditors always select a month's worth of credit card purchases as part of their annual testing process. It would be nice if you could download all the receipt attachments for a specific period of time in one bulk download. The current process...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...Needs review
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Import Remember the Filepath to CSV
The import functions in NXT don't remember the filepath to the CSV file. Each time you update the csv, you have to re-map the filepath. In database view the filepath is remembered.No Status
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Adding a line or some other separator to separate projects on the project detail report.
When running a project detail report, the projects all seem to run together. It would be nice to separate each project with more space between them or a line.No Status
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Allow staff member to see Payment Method when entering invoices via Expense Management
It is our goal to have all our vendors be paid by ACH. If the staff person who is entering an invoice in Expense Management could see what the payment method is, they could work directly with the vendor immediately (since they just received the in...No Status
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Allow us to delete or ignore a credit card transaction feed record if rejected.
We import all of our transactions from credit cards through the direct feed feature. Often the feature does not import perfectly and duplicates occur. Sometimes our users overlook the duplicate and reenter information. After these records are crea...Needs review
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Ability to Rename Imports
The ability to rename imports gives you flexibility to provide more context, make changes as the needs of the import change.No Status