I reconciled in FE for the first time, and I did not get the Bank Reconciliation Report that I normally get in the database. How do I get the report?
If you're finding that filters are not working correctly in dashboards, please vote on this idea (Project ID Filter in Dashboard Builder | Financial Edge Ideas) to get the functionality updated. Thank you! "After putting in a case that took a month to resolve regarding a dashboard builder issue, I was told that the…
We recently started using Bill.com to process payments from our Donor Advised Funds. I can't for the life of me figure out how to export the payments from Bill into FE and have them actually show on the invoices (everything I have found wants to create a JE and that won't reflect on the actual invoices/grants in FE). We…
Financial Edge NXT sucks. It has broken almost everything great from database. It has been very disappointing from switching. Examples, 1099s do not work properly with Aatrix, now we have to populate another Payee name to make it work. You cannot insert a row where you want to on a JE.
We have several years of financial, budget, and GL reports saved and tagged by FY. They all were accessible in NXT until this week. Now the pagination is gone from the report lists so I only see 1 page, and the GL year tags and filters seem to be broken, since searching for any one year pulls up reports from several years…
Hi, I am trying to delegate an employee to manage her credit card transaction. But I could not find her name with the search box. This employee was just added to Blackbaud.
I'm noticing that the performance is really slow. It takes 20 minutes to run an income statement and another 20 minutes to export to excel. I called tech support but they were no help. Anyone have a solution?
Trying to import budget in WB and have no luck. I used budget scenario in the past thru DB. Need input from someone who imported budget successfully thru WB.
Is anyone receiving errors for state tax withholding, specifically where the recipient's Filing State is WI (Wisconsin)? The error is saying I need to return to the company setup page to add the Wisconsin State account number? We did not have to do this in the past, we only file 1099 forms for Federal, not State.
I processed my 1099 NEC's yesterday and did not have any problems with Aatrix. I had all of my individuals set up with contact name in the 1099 address section. However….when the data pulled into Aatrix it loaded the vendor name where the organization names populated as well as the first and last name. So when the 1099's…
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