Journal Entry Enhancements

Justin Ward
Justin Ward Blackbaud Employee
Tenth Anniversary Kudos 5 Participant Facilitator 1
in Blackbaud Financial Edge NXT® Blog
Estimated read time: 2 minutesTo improve how you view and enter Journal entry batch information in Financial Edge NXT, we have made the following enhancements:
  • When adding and editing journal entries, you can now view additional journal entry lines.
  • On the Journal entry batches page, from a journal entry's menu, you can now copy and reverse batches.
  • On a journal entry batch record, you now access attachments and add-ins from a record's quick view on the right side of the screen. Previously, these were accessed through tiles on the record.
  • On the journal entry batch record, you can now view 100 journal entry lines per page. Previously, you could only view 50 lines per page.
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These enhancements are being released in waves so that we can gauge user impact and make updates along the way. If you have not seen these enhancements yet, don’t worry, they will be available to everyone very soon!

As you begin to work with these features, you can leave you feedback and suggestions below. We will monitor this page and continue to improve where we can. Big thanks to those of you who have provided feedback already!

Comments

  • Andrea Chrest
    Andrea Chrest
    Second Anniversary Facilitator 1 Blackbaud Certified Loyalty Badge

    Can you please work on getting a batch template feature set up. In the database view this is called “Recurring Batch Amount”. I use this every month to start several of my journal entries for payroll, recurring entries, investment activities, etc. It's very easy to delete the lines you don't need to use some months. If I copy from a prior period journal entry, then there are too many new lines I need to add some months.

  • Lindsey Huber
    Lindsey Huber
    Second Anniversary Name Dropper Facilitator 1

    I would rather see being able to copy and paste directly into the Journal entry screen from an excel. Similar to how Great Plains does it. It makes life so much easier and quicker when doing monthly accruals etc.

  • Tiffany Staubach
    Tiffany Staubach
    Fourth Anniversary Facilitator 1

    Blackbaud has a plug-in from Microsoft you can use. This can be found in the BB Marketplace:

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