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…
Hello, I am posting this here because I would only waste my time and get frustrated if I talked to Customer "Service". At this time in the month, I must generate many reports. These would normally take about 20 minutes. They are now taking around an hour or more, if they don't completely time out and are abandoned. See my…
Are there any NXT AP/Concur experts out there??? Seems like unobtanium. We need training due to employee separation.
Can anyone give me the query formula for 2nd gift conversion rate? Donors who gave first gift in 2024 and then second gift in 2025. Many thanks!
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