We recommend that the three primary purchase order reports in Blackbaud Financial Edge NXT—Open Purchase Order, Purchase Order Detail, and Purchase Order History—be enhanced to allow reporting as of a specified post date, rather than being driven solely by order date. Rationale From a financial reporting and audit…
I am in the process of setting up grants in FE NXT and was trying to figure out a way to make it so that when a project code that is associated with a grant is used, it forces the user to enter a grant ID. But I have not been successful at this as of yet. Can anyone give me some tips on how they are doing this in the…
I just started at an organization and there is some pretty major clean up/catch up to do. However, when I pull a Trial Balance, the account balances in the TB are not matching the account balances I see in the GL. We have many old JE batches that have not been posted going back many years, so I filtered for that. However,…
Is it possible to enter a deposit to include a negative amount to record the processing fee for a paymemt?
Our organization is preparing to migrate to a new SharePoint site. Currently, invoices in Financial Edge are linked to files stored in our existing SharePoint environment, and we expect the URLs will change after the migration. We’re trying to determine the most efficient way to re-link invoices in bulk to their new…
Is anyone having issues with invoices being put into FENXT and when reviewing before printing checks, they appear twice as approved. One needs to be be deleted before checks can be run.
Some funds are missing interfund information....before you can post you have to fill in the interfund accounts of each fund in this batch. I have an experienced Director of Finance trying to create and post this batch. Any ideas?
I tried to add a new account to our COAs yesterday, and today, when editing a batch, the new account # was not recognized by FE NXT. These are the steps I followed: Settings>General Ledger > Account Codes > +Add From there, I filled in the appropriate fields. This is for an Expense account if that matters. Then I hit Save.…
An AR payment was for the wrong date, a January payment that was voided for a February date. This is throwing off the a/r reconciliation. Any other time, it would be fine. But we are being audited and need to turn in a balanced January. Would anyone know how this could be corrected? I've searched the support information…
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…
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