Journal Entry Batch Creator for Excel

Sylvia Cook
Sylvia Cook
Kudos 5 Fifth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions
Hi, Trying to figure out how to use the JE batch creator add-in for Excel. I get the journal entry in Excel and I can see that it is picking up the account number and project ids, so it looks like I'm all connected, but when I click to submit the batch it tells me "You cannot perform the the requested operation" in a red box. I've looked in KBs but it doesn't talk about error messages so I don't know what to correct from here. Anybody able to point me in the right direction?


Sylvia

 

Comments

  • Christy Anderson
    Christy Anderson
    Eighth Anniversary Participant Facilitator 1 Loyalty Badge
    You will just need activate the application in NXT.  To do this, just go to Control Panel\\Applications.  Then search for Journal Entry.  It should bring up the Journal Entry Batch Creator for The Financial Edge NXT.  Then just click on Connect.    This should allow the add-in to function correctly.


     
  • Lisa Wheelis
    Lisa Wheelis
    Fifth Anniversary Facilitator 1
    Hello Sylvia,

    Did you get this resolved? We LOVE this upload capability! Please let me know if you have any questions!

    Lisa
  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant
    Yes, I did get it to work eventually. It seems to be a bit picky at times but getting it to work. It doesn't seem to like linking cells to other tabs for the account number but overall it is a nice tool.

     

Categories