I am the new ED of a university foundation that uses both RE and FE for our CRM and financial management. We now have an entirely new staff and nobody has a clear understanding of how to do anything other than the basics (data entry, etc). I have found the reporting system entirely frustrating in getting data out that…
My batch validations/post reports are only printing in landscape….WHY? AP validation/posting is in portrait. All preferences in FE are portrait. Anyone find a solution to this? It's horrible!
Update in the past day or so has the pdf opening when you select "export to pdf". I don't necessarily want the pdf to open, and it's disruptive. Any way to de-select that option?
I noticed how Blackbaud updated the reporting. Now when you run a report you can only save and generate, export as PDF, export to excel, or export to word. Then when you generate the report, you can't tell if it's generating in the background or not until you receive a notification that it's available to download.…
hese recent changes with expense management are making life harder not easier. For example, the document preview window, while a nice thought, only shows the last uploaded document. If that document was a spreadsheet, upon navigating to the invoice request, the system asks you to open this weirdly titled spreadsheet (just…
This new view of approvals is a bit harder to review. There's a lot of wasted white space on the page. Also, I now I have to scroll to get to and open the attachment. Please someone tell me this is a small glitch today. It used to look like this… We knew right where to look to verify info
Prior to the most recent update, I was able to view a general ledger report without downloading it. Typically, I only need to view a report not download it. I don't understand why that functionality has been removed. A fifth option under the "Generate Reports" button should be added to "send to screen" or "view only".…
The defaut approval rule in expense management for Admins has just started being used when copying an invoice request. Its already annoying and inefficient that Admins default to Self Approve no matter what their defualt appoval rule setting, but now when copying previously entered invoice requests, the approval rule from…
Good morning, I've noticed that when I enter payments into NXT, the line items the payment is applied to change from posted to DO NOT POST. When I look in the data base, those same line items still have the status of posted. Ive created a case with blackbaud but I don't think I'm being understood and that very well could…
I am looking for a report writer for dashboards and project/fund income statement formats. Would do you recommend that is the best company in the BB market?
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