Add the Excel export button the the Accounts activity page

CHRISTA HART · March 2023

The Excel export button is in various places throughout NXT but the place it would be most beneficial to me would be when you are in the Account Activity section of an account string. Seems like since it is other place i.e. Vendor Activity, bank accounts, projects, that it would be an easy programming item to add it to the account activity page.

Jeff Trzaska · March 2023

@CHRISTA DRAKE There are a lot of instances in FE NXT that look like they are half done. This is one of them. Not all functions are available in all instances, when they should be. Another is income statement reports. There is no option to include criteria at the bottom of the report when exporting from Webview. You can do it in Database View. You can do it on balance sheet reports in Webview. Just not income statement reports in Webview. It seems like not everyone was on the same page and QA did not follow procedures. But that what it looks like from a user perspective. I don't know what their procedures really are.

CHRISTA HART · March 2023

@Jeff Trzaska
The only thing I can hope for is with their email on 2/14/2023 they stated that they were going to be moving database features to webview and so maybe this will be one of the features updated. However when we purchased FE in 2019 we were sold on the fact that they were just about to put the update in place that would allow for auto sync with Altru. Here it is March of 2023 and I am still manually pulling the GL process report from Altru (BB's product), tweaking it and manually importing it into FE. Promises, promises….

Holly Lord · March 2023

@CHRISTA DRAKE I just saw that this is in the “planned" section of the ideas page! Maybe more votes for it will bump it up.

CHRISTA HART · March 2023

@Holly Lord
Yes!! So how do we get votes. On this feed I don't see where folks can vote. Maybe I put this comment in the wrong area?

Sylvia Cook · March 2023

@Holly Lord Can you post the link to the idea or give the idea number so people can vote on it.

Mark Eisinger · March 2023

@Sylvia Cook Search for Excel, then find Accounts - download GL activity directly from this screen:

Holly Lord · March 2023

@CHRISTA DRAKE You have to post in the “Ideas” area

Sylvia Cook · March 2023

@Mark Eisinger The idea number is 1355 in 'Ideas'.

CHRISTA HART · March 2023

@Holly Lord
Thank you Holly. I did find it yesterday but ironically my SSO Altru/BB log on does not let me log on and vote. Yet another fun issue with BB.