We are attempting to clean up our AR records by merging duplicate clients. However, we have a few instances where one record was set up as an Individual record type with the other being an Organization record type. We can't merge different record types, but I'm wondering if the Individual record can be changed to…
Hi, does anyone have experience uploading bank transactions from Bank of America into Blackbaud’s bank reconciliation module? Any upload template available? Thanks
Hi, I've imported my payroll journal into the Excel into NXT which I can now get to work. I have several invoices (over 60) that I used to enter thru FAST in the database. Now that is gone so I'm trying to import my invoices into NXT. Where/how do I find this template? My description is the same for all of them, posted to…
In Database there is the option of viewing and printing pre band reconciliations. Are these options removed or will they be added to NXT?
It appears that the option to create a query of missing accounts from a chart organizer validation is gone in webview.
In database view there was a way to create an export file from the Create Import File function as outlined in KB article 52543. I can't see to find this functionality in webview. What am I not seeing? What am I missing?
I am trying to post yesterday's Daily Deposit. For one deposit, The total s/b $54,260.08 which includes a payment for an Invoice that was posted. When I run the validation report, it included the invoice payment twice ($51,955.08) which made the ending debit/credit amount $158,170.24. This has only happened recently with…
Is anyone else having the same issue where an item is removed from the database view, but it does not work properly in web view FENXT? I have encountered this issue in two instances. For example, I have to run/print client statements every month and it involved me having to swap out query filters for different reports.…
Does anyone know if there is a way to search through attachments by the name of the attachment? I found a way to search to see the vendors that have attachments and how many they have, but I cannot see the names of the attachments. I am trying to see if I can store the vendors' W-9s in NXT and then be able to search by…
Has anyone experienced a situation where a deposit was entered as one amount, but the payment was misapplied to the wrong invoice, in the A/R module? This oversight was discovered right after the bank reconciliation was completed. Do you have any insights on how to adjust this in NXT?
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