Refund on credit card feed

Sylvia Cook
Sylvia Cook New Member
Sixth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Just wondering how people are handling a refund on the credit card feed in expense management. The refund does not appear to be a negative (reducing balance).

Comments

  • Thomas Walker
    Thomas Walker Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant

    I would file a ticket w/ support, sounds like a defect

  • Tanya Zuniga
    Tanya Zuniga New Member
    Fourth Anniversary Facilitator 1


    KnowledgebaseArticle110157

    Are refunds or credits supported in Credit Card Management for FE NXT?

    Credit Card Management for FE NXT allows you to manage Credit Card transactions through an integrated feed from your financial institution.

    Answer:

    Credits will show in the credit card activity feed through Payables > Credit card activity.

    When recording a credit, you must select an Adjustment category and enter the invoice or reference number. If you want to create a new adjustment category, select Add category

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