Total Web Solution

In addition to reviewing the following list, you can also watch general ledger videos.

Waves began August 2024.

• Records - Grants

• Journal entry

Waves begin December 2024.

• Configuration - Fee schedules, Allocation pools

Waves begin January 2025.

• Journal entry (initial waves began in August; additional waves begin in January)

• Consolidation

  • Consolidation maps

  • Currency exchange rates

  • Import subsidiary information

  • Re-translate General ledger transactions

  • Delete subsidiary batches

  • Revalue balances and year-to-date activity

• Allocation Management

  • Allocations

  • Pools

  • Rates

  • Fee schedules

  • Business rules

  • Simple allocations

In addition to reviewing the following list, you can also watch payables videos.

Waves began July 11, 2023.

• Configuration - General, Terms, Aging info, Address, Default accounts

Waves began August 17, 2023.

• Payables processing page - In database view, this page provided a central location for you to access common tasks. In web view, you can now access each of those tasks under Payables.

Waves began April 2024.

• Admin - Payables setup

• Dashboard

Waves began August 2024.

• Configuration (US only) - Misc line items, Products, Categories, Approval rules, and Expense categories

• Purge and merge vendors; Purge vendor activity

Waves began September 2024.

• Configuration - Activity types, Sales tax items, and GST tax IDs

Waves began October 2024.

• Admin - Electronic signatures

Waves begin November 2024.

• Records (US only) - Credit memos

Waves begin December 2024.

• Records (US only) - Invoices

• Records - Purchase orders, Receipts, and Requisitions (applies to requisitions from database view, not WebPurchasing)

• Aatrix 1099, Tax report history (As waves begin, you'll continue to have access to Aatrix 1099 in database view until Aatrix Cloud is fully available in web view)

• Mail - Forms, labels, cards, and envelopes

• Reports - Bank account, Custom, Invoice, Pivot, Purchase order, Reconciliation, and Vendor

• Configuration - Business rules

• Banks

Waves begin January 2025.

• Records (US only) - Vendors

In addition to reviewing the following list, you can also watch receivables videos.

Waves began April 2024.

• Configuration - Posting

Waves began August 2024.

• Configuration - General, Terms, Aging, and Statement info

Waves began September 2024.

• Banks

Waves began October 2024.

• Configuration - Business rules

Waves begin December 2024.

• Reports

• Calculate finance charges

• Records - Credits, Refunds, Deposits, Payments, Charges, Invoices, and Clients

• Print invoices

Waves begin January 2025.

• Statements

• Calculate finance charges

Waves begin Q1 2025.

• Recurring invoices

• Reimbursable grants

Waves began October 2024.

• Admin - Globally change records

Waves begin December 2024.

• Queue (for customers not using export functionality)

Waves begin January 2025.

• Import

Waves completed April 12, 2024.

• General ledger processing page

• Visual chart organizer

• Admin

  • General ledger setup

  • Post

  • Lock beginning balances

• Configuration - General, Business rules, Account codes, Account setup, Transaction codes, Fund configuration

• Records - Budgets

Waves completed May 1, 2024.

• Admin

  • Close, Summarize, and Purge fiscal years

• Configuration - Fiscal years

Waves completed July 25, 2024.

• Reports - Accounts, Grants, Journal, and Batch

Waves completed July 26, 2024.

• Dashboard

Waves completed November 21, 2024.

• Records - Product and Billing items

• Admin - Post

Waves completed October 21, 2024.

• Configuration - Business rules

Waves completed November 5, 2024.

• Configuration - Default accounts

Waves completed July 31, 2024.

Cash receipts is now exclusively in web view. Most cash receipt records are now in Treasury. Cash receipts retained its name in web view (previously, we communicated that the term Miscellaneous payments would replace Cash receipts). In a future release, look for Query, Import, and Export to be fully available in web view.

Waves completed April 1, 2024.

Fixed assets is now exclusively in web view. In a future release, look for Query, Import, and Export to be fully available in web view.

Waves completed April 12, 2024.

• Admin

  • View system statistics - In database view, this page provided a central location for you to view system statistics. In web view, you can find this info within each feature area or by using dashboards in Analysis.

  • Post

  • Validate database - This feature is specific to database view and will not be available in web view.

• Configuration - Tables, Attributes (Custom fields in web view), Fields (System fields in web view), Distributions, Interfunds

Waves completed July 27, 2024.

• Configuration - International

  The ability to work with international addresses is now exclusively in web view and is no longer available in database view.

Waves completed July 29, 2024.

• Admin - set up system security

  For some customers who do not use WebPurchasing, the ability to set up system security is now exclusively in web view and is no longer available in database view. For more information, see Record Security.

Some database view features are deferred and considered out-of-scope for the completion of total web solution.

For details and reasoning, review database view features that aren't moving to web view. This resource also includes recommendations on how to accomplish database view tasks in a similar way in web view, even without full feature implementation.

Note: To request integration of these features into web view, you can add or vote on ideas in the Financial Edge NXT Community. Based on demand, our strategy may shift.