Tracking Pending Invoice Records in Expense Management

Carrie Cadeau
Carrie Cadeau
Eighth Anniversary Facilitator 1 Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions
Until an invoice Record completes the full approval rules within NXT Expense Management, it doesn't technically exist. 

As a result, tracking it is impossible. No support chats have been able to resolve this. 

Has anyone been able to find a query or search or report function that can find invoices that may be "stuck" waiting approval in someone's bucket/digital desk?

Comments

  • Tara Marchand
    Tara Marchand
    Seventh Anniversary Name Dropper Facilitator 1
    I think if you know this you'll be annoyed that I mentioned it, but just in case...Are you aware that whoever entered the invoice can go to "work with my invoices" and see the status of what they have entered.  
  • Jennifer Johnson
    Jennifer Johnson
    Tenth Anniversary Kudos 1 Participant Facilitator 1
    It is a planned idea. Go to the "Ideas" tab and vote. It is FE-NXT-I-853. One user suggested creating a query and another a dashboard. I think I will try that.

    https://community.blackbaud.com/products/financialedgenxt/ideas


    It would be great to find out when this will be available. 
  • Carrie Cadeau
    Carrie Cadeau
    Eighth Anniversary Facilitator 1 Loyalty Badge

    Jennifer,

    I have heard the query/ dashboard idea…. But
    have yet to get it to function.

    Please let me know if you do!

     

     

  • Lora Yanagawa
    Lora Yanagawa
    Fifth Anniversary Facilitator 1 Boomerang (2024)
    I have brought up the issue with BB too.  I am scraping the Expense Management module b/c of this and other major issues.  It is a half backed module.  It also does not warn for duplicate invoices.  The module should be pulling from the vendor profile but it does not.  There is NO report currently that can be run to review the status of invoices in the approval que. Only the person entering the invoices can see where they are at.

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