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Add ability to set up Recurring JEs in NXT
In QB, it is very easy to set up and find "recurring JE's" to help with prepaids, etc.1 No Status
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Create Admin portal for Expense Management that shows approval, approvers, etc
Added as a continuation from https://financialedge.ideas.aha.io/ideas/FENXT-I-853 Create an admin portal that allow users with security rights to view all submitted invoice requests in Expense Management. This would give the user insight into what...
15
Needs review
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please allow a transaction search by amount!!!
please allow a transaction search by amount!!! this is a basic feature for many of BB competitors, BB needs to add this function! transaction search only by batch# doesn't help0 No Status
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Submit new requests to have bank or credit card accounts supported by Yodlee - CLICK HYPERLINK TO SUBMIT REQUEST
Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT. If you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option,...
5
Future consideration
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Option to insert a row within a journal entry
It would helpful to be able to insert a line at any point throughout a journal. We want to keep like items together and if we miss a line or have to add it later it wont be in order if we only get to add it to the end of the journal.2 Future consideration
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Allow undoing of bank reconciliation to make corrections
You should be able to undo a prior month's bank reconciliation to make corrections or reflect journal entries/reversals that were done later. You can make it so a high permission level needs to unlock it for security purposes.0 No Status
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Adding Decription Field to General Ledger Report
When running a General Ledger Report, it would be very beneficial if there was a way to have the "description" listed on the report and not just the Reference. The description usually has more detailed information that is very helpful when running...0 No Status
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the my invoice request tile is confusing
It shows "open/approved/rejected" but when an invoice is submitted but not yet approved it is not counted in any of these categories. We thought it would be in open, but that just means the invoice has not been submitted. Seems like poor wording t...0 No Status
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Add account distribution to Excel Add-In
Currently Cash Management Distribution and Transaction Distribution are available. We need to import lots of credit card charges into AP as Invoices and the cash management distribution isn't an option for import. But the account distribution is.1 No Status
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New Journal Entry View is too limited
With the new update, functionality has been lost. A user is now unable to see complete information on a line without scrolling, making it difficult to enter data and proof before posting. The ability to scroll through the lines is also more diffic...9 Needs review