Invoice Requests in FE NXT?

Lisa Marschewski
Lisa Marschewski
Fourth Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to see submitted Invoice Requests that have not been approved in FE NXT?

Comments

  • Susan Cornforth
    Susan Cornforth
    Seventh Anniversary Kudos 1 Name Dropper Participant

    Yes! Click on Work with my invoice requests then click on Status is Open next to Filter:

    Click the checkboxes next to the statuses you want to see (I suggest Submitted and In Progress for your specific question), then click Select at the bottom. This will show you all the invoices you have submitted with the statuses you selected. Try Select all if you're not sure…

  • Lisa Marschewski
    Lisa Marschewski
    Fourth Anniversary Facilitator 1

    Thank you so much for your help!

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    Just a note that you can only see invoice requests that you submitted. Can't see other people's invoice requests. Which is fine for users, but for the accounting team, not so much. We do not know what has been submitted until it is finally approved.

  • Celia Green
    Celia Green
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    You can see all invoices entered by all users in Web purchasing. You can't download the information but we found that you can cut and paste into a spreadsheet. You click on the “Web Invoicing” tab and then select “View all invoice requests”.

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