I am needing to have the line item date equal the invoice date for recurring invoices in Accounts Receivable. All the line item dates show the date I created the invoice, not the date of the invoice. For example, today I created some recurring invoices for 4/1/26. The invoice date is correct and shows 4/1/26. However, when…
We were just moved Tuesday to the web hosting. Now it's Friday and we still cannot enter invoices, print checks, post journal entries. We have reached out to support, but we cannot seem to get this fixed. All we have gotten so far are a few work arounds. Tried contacting our Customer Success person and their supervisor,…
Is there a way to set up a vendor to have multiple accounts the invoices are paid from so that staff submitting an invoice request can choose which account the vendor is paid from?
We are looking for a report that uses both balance sheet and income statement sections from a chart organizer that we created. Does this exist?
In the database view, you used to be able to add reports to a queue and run them all at once and they would download into a folder you specified. Is there any way you can do that in the web view? This was so convenient since we have 30+ reports we run/download at the end of the month.
I am trying to use account custom fields to categorize account codes into financial reporting categories so that I can run an income statement in a specific format. I created a new account custom field titled Budget Report Category that is linked to a table with the categories needed (for example, Programming & Event…
I have been looking at queries on and off for a while now, and keep running into this same problem. I want a query of GL transactions that includes the project ID field. When exporting, the sum of the amounts should be zero, but it isn't. This is what I am doing. Query starting with "Account", the criteria is date for this…
Is anyone else having issues with AR deposits and credits in NXT? We cannot apply them to invoices. We keep receiving the error message: "Full support for term discounts will be available in a future release." Blackbaud removed deposits and credits in database, so we just can't do a critical part of our job. I have had a…
The Allocation Module in Financial Edge NXT just moved from database to web view. I just ran my 1st allocation since the move. Everything was fine. My only problem is the report that is produced. The pdf doesn't fit well on the pages and the excel data export truncates grant descriptions and a couple other columns. When…
I have been working on dashboard builder to try and create new reports that will be more detailed than what can be seen on the dashboard. I created a report using the Budget vs Actuals by Account. I noticed that some of the journals are not pulling through to this report. Has anyone else experienced this? When I asked…
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