Query in Web View

As Financial Edge NXT shifts to a total web solution, we're adding the following query features from database view to web view over the next several months. To track details and timelines, bookmark this page and What's New.

Note: Query is currently in a read-only view. We'll monitor your feedback and make improvements as we prepare for future releases.

To find records that meet certain criteria, you can now view queries created in database view from web view. To navigate to Query, select it from the following:

  • General ledger

  • Payables

  • Treasury

  • Fixed assets

  • Receivables

Note: While most of your queries are visible in web view, you may not be able to view or run a query if you don’t have permission to view them or support is coming in a future release.

For more information, see Query.

As we move query to web view, we will introduce support for more query features and fields over the upcoming months, including:

  • Add queries with supported available fields

  • Edit supported queries

  • Save and refresh static queries

  • View, edit, and run more available queries

  • Access more fields on new queries

  • Search for available fields

  • Select to view records from query results

  • Search in query results

  • Select more fields, filters, and sort options in the list of queries

  • Manage query categories

  • Merge results from two queries

  • Select to save existing queries as new

The following query features will not be moved to web view:

  • Query control report

  • Query detail report

  • Visual Basic Application (VBA) fields