I have had several vendors contact me because the NACHA file does not allow enough information for them to apply my payment to their invoices. By having an option to send the ACH remittance receipts via e-mail to our vendors, they would have information they need to properly apply our payments. I have received these from other clients of mine, so I know other software has this functionality.

When entering an invoice, you may need to allocate it to separate expense accounts, and need to use separate descriptions for each expense account. Currently you can only enter descriptions on the invoice tab, and not the GL distribution time. Not having this feature has really affected our reporting efforts.

If the user who is entering the Web Invoice information is able to see the street address they will be able to see if the Requestors address is correct. This will eliminate the check being mailed to an old address and delaying the receipt of their payment.

Thank You for consisdering this suggestion.

David Smith
Hunter College

The ability to file mutliple financial statement formats in folders to keep from having so many to search through

Applies to GL as well. There are many areas in the system for pulling records such as posting, reporting, etc. Currently, we can only select records for INCLUSION, but I would like to more easily be able to set records to EXCLUDE without having to create a query first.

My organization has some programs that need to be able to run income statements on a cash basis for billing purposes. In this case, the fee that can be earned by a program is based on actual revenue collections over the course of a month, not based on what the accrual/gross potential of those collections is.

allow us to access and print Bank Reconciliation Reports from previous periods.

Please make the drop down list of banks in accounts payable alphabetical. Currently they appear in chronological order and it is not possible to remove closed accounts from the list. We could at least change the name on closed accounts, so they would appear at the bottom if it was in alphabetical order. Also, it would easier to find current accounts. Personally, my entity has chosen to have numerous bank accounts and they change banks on some accounts frequently and my drop down list is a nightmare. Please give us the ability to sort alphabetically.

Would like to be able run an current active query that can pull the current rate of pay only instead of all of their rates of pay.

Enable Financial Edge to run one variance formula for Revenue % [ = (Actual/Budget) - 1] and another variance formula for Expenses% [ = 1 - (Actual/Budget)] in the SAME column for Income Statement and other reports.

Also, enable Financial Edge to run one variance formula for Revenue $ [ = Actual – Budget ] and another variance formula for Expense $ [ = Budget – Actual ] in the SAME column for Income Statement and other reports.

Or create a link on the vendor record to the record in GL. This will greatly assist in audit trail for partial vendor refunds.

It would be great if you could pay an invoice using a credit card and have Accounts Payable reflect that. It would also be fabulous for this to generate the invoice on the credit card vendor to eliminate double key strokes.

Thanks for your consideration of this idea.

Colleen Davis
The Lexington School

Can blackbaud add a feature in AP Financial Edge that will allow users to set up and print vendors 1099 R form for year end tax reports?

We have never been able to use the Statements that FE AR module produces as line item numbers mean nothing to our customers. They need the statement to reference outstanding invoice numbers. Likewise, our internal AR reports are difficult to use when they don't reference the invoice number.

making it possible to integrate existing reports for all panel selections and/or allowing more filters to better meet the needs of our company

Allow Purchase Orders to be enter as amount only instead of by Qty. Performed services are not always based on the quantity or the number of times a service is performed, so the dollar amount of the invoice could be different.

Several vendors require than an invoice be paid by a certain DATE versus a number of days. Examples are: health/life insurance, credit card statements, cell and telephone bills. These types of vendors do not typically fall within a set number of days versus having items due on a set date. FE should be able to facilitate this option as most companies do have this as a needed requirement.

Comment on changes and suggestions you would like to add to Grant tracking and functionality.

Provide us the ability to track when a user has logged in, how long they remain logged in, and what work they have done.