Sharing FE Expense Management - helps with remote working

Bill Sanders

We use Expense Management as part of our FE NXT.  We have been using the credit card feeds for awhile.  When we all started working remotely we started using the invoice side.  Our mail goes to the building.  We have one person who checks the mail, scans and sends invoices to staff via email.  People  submit invoice on-line remotely using FE NXT and code.  Approvals are routed to another staff person working remotely.  Approved.  Routed to accounting.  Covid-19 has forced us to buy into a paperless office (or closer to it).  Check it out.  

Crystal Bruce

Great tip! Moved this over to the FENXT Community for better visibility. :-)

Karen Weiskopf

Hi Bill,

are you using Paper Save?

Bill Sanders

We are not.  Currently we believe the FE NXT structure meets our paperless need. 

Kim Szalkus

Hi - I also looked at Papersave.  Way more expensive then using FE NXT Expense management.  We also chose to go with FE NXT.  Kim

Nancy Williams

Hello,does this mean all of the people who submit the invoices are users on FE?

B Sanders

Yes.  Limited access to expense management.  Works great.

Dawn Schumacher

Thanks for the information. Very helpful.

Katherine A Liles

Thanks so much for sharing, Bill! I'm glad to hear that the Expense Management functionality is working out so well for your organization (especially, how it is coming in handy during these strange times!).


I can see there are a few follow up questions in regards to how Expense Management works. For those of you looking to see the process from beginning to end, I wanted to share that we have an eLearning you can take to see the entire functionality. You can launch the e-Learning from this link >> https://blackbaud.csod.com/LMS/LoDetails/DetailsLo.aspx?loid=b3f9f85f-0070-4c59-aa89-2cdc977a2384#t=1 

We recently made our eLearnings accessible to all users(!!) and you can take them at any time - usually it takes about 30 minutes to complete. 


 

Monica Schuck

Hi Bill,


You said your company has been using the credit card fees for awhile. Is each credit card transaction turned into an invoice when approved? If so, how does that work when the credit card bill is paid? Are all the individual invoices(approved transactions) printed on the check summary area of the check when printing the check? I'm concerned about this as I would not want 25 invoices to print on the check when paying the total sum of credit card charges.


Thanks!