Journal Entry Batch Enhancements
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Read time: 3:00 minutes
Check out these new Journal entry batch enhancements we released today!
To improve efficiency as you work with journal entry batches, we made the following enhancements:
Apply project distribution sets when splitting distributions
When you add or edit a regular or recurring amount batch, you can now apply project distribution sets when splitting distributions. From the split distributions screen, select More, Apply project distribution set to apply predefined sets that you created in General ledger, Settings, Distribution sets.
![dist b297d485de4f3491c4e827e5820fbdef-huge-nf](/user_content/photos/000/004/4146/b297d485de4f3491c4e827e5820fbdef-huge-nf-je-dis-sets.png)
Save and post a batch
When you add or edit a regular batch and choose Approved as the batch status, you can now select Save and post.
![sav 7cf64bed9a0c9a28a04d808cebd87960-huge-nf](/user_content/photos/000/004/4146/7cf64bed9a0c9a28a04d808cebd87960-huge-nf-je-save-post.png)
Run a batch detail report
To create a batch detail report for a regular batch, you can now select More, Run report from the action bar of a batch record. Choose from existing batch detail report parameters, then select Run.
![run cdee7246e035d3642ff380abae5e2bee-huge-nf](/user_content/photos/000/004/4146/cdee7246e035d3642ff380abae5e2bee-huge-nf-je-run-report.png)
Select a journal reference when copying
You can now specify a journal reference in two additional ways:![ref1 57f6dd29f0c95c80925ce0045869fe7c-huge-nf](/user_content/photos/000/004/4146/57f6dd29f0c95c80925ce0045869fe7c-huge-nf-je-journal-ref-1.png)
Apply project distribution sets when splitting distributions
When you add or edit a regular or recurring amount batch, you can now apply project distribution sets when splitting distributions. From the split distributions screen, select More, Apply project distribution set to apply predefined sets that you created in General ledger, Settings, Distribution sets.
![dist b297d485de4f3491c4e827e5820fbdef-huge-nf](/user_content/photos/000/004/4146/b297d485de4f3491c4e827e5820fbdef-huge-nf-je-dis-sets.png)
Save and post a batch
When you add or edit a regular batch and choose Approved as the batch status, you can now select Save and post.
![sav 7cf64bed9a0c9a28a04d808cebd87960-huge-nf](/user_content/photos/000/004/4146/7cf64bed9a0c9a28a04d808cebd87960-huge-nf-je-save-post.png)
Run a batch detail report
To create a batch detail report for a regular batch, you can now select More, Run report from the action bar of a batch record. Choose from existing batch detail report parameters, then select Run.
![run cdee7246e035d3642ff380abae5e2bee-huge-nf](/user_content/photos/000/004/4146/cdee7246e035d3642ff380abae5e2bee-huge-nf-je-run-report.png)
Select a journal reference when copying
You can now specify a journal reference in two additional ways:
- Add a regular batch and choose Copy from recurring batch.
- Select Copy batch from the action bar or menu of either batch type, and choose to copy a regular batch type.
![ref1 57f6dd29f0c95c80925ce0045869fe7c-huge-nf](/user_content/photos/000/004/4146/57f6dd29f0c95c80925ce0045869fe7c-huge-nf-je-journal-ref-1.png)
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Blackbaud Financial Edge NXT® Blog
05/21/2024 9:46am EDT
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