We have an old credit memo that (for some reason) was not completely applied to outstanding invoices. We cannot delete the unapplied portion of the credit memo unless we unapply it from all invoices. I assume if we did that, we would need to re-enter the credit memo in two pieces…one part for the amount we did apply to…
When waiting for a report to finish running I'll sometimes click on another tab in NXT and then the window in the bottom right is gone and I have to go and run the report again. Is there a place in the system to go view those reports I have ran, or do I have to sit on the same page and wait until they are completed, and…
Has anyone has success linking their AMEX cards with expense management? We've been trying for over four years without any luck. Each of our employees has their own AMEX card, and unfortunately, the integration has never worked as expected. We are currently not interested in switching to the BB card, despite BB's…
I used to run this report. now its not available. Is it possible to have this report back on the online view?
Yesterday I printed almost 150 checks, no problem. Broke for lunch, came back and printed 1. No change by me to formatting, it was WAY off. Chatted with BB, who were supposed to look into it and email me but I have not heard back yet. Ended up taking the format back to default and winging it (print test format, hold up to…
Hi, When posting AR collections to the GL, I had to manually create a deposit based on the cash received using a 3rd party service (not a bank). I then had to manually create a payment transaction and apply the payment to an invoice. Is there a way to automate this while reducing the number of steps involved? Also, I…
Hi, Is there a way to have both ACH and check details associated with a vendor profile then mark the preferred method of payment? Also, our current procedure for processing checks is manual and time consuming. Is there a way to automate processing checks? Lastly, why are checks automatically marked as cleared in Financial…
Hi, Must ACH payments be marked as cleared prior to the payment posting to the GL? Furthermore, if I match the payment/transaction in the bank feed, will this automatically push the ACH payment to be cleared without the need to manually mark the payment as cleared? Lastly, we make payment in Financial Edge and utilizing a…
Hello all! With the A/R Statements only on NXT, the font size is limited to a very small 10pt font. And the Statement Message is truncating and at the very low on the statement. Help!
We are facing a really frustrating issue currently. When we try to filter our AP subledger post parameter by bank, it doesn't filter anything out. When we validate the post report, it just shows the same information as if we didn't add the filter. Does this filter not work or has anyone found a way to get it to work? Thank…
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