Refunds

Bev Everitt
Bev Everitt
Ninth Anniversary Facilitator 1
in Blackbaud Grantmaking™ General Discussions

Tried posting a refund in Skyview to a 2019 project. The Fiscal Year is grayed out and cannot change back to 2019. This is a huge issue for our accounting reports. can this be fixed by Oct 1st?

Comments

  • Alexis Fish
    Alexis Fish
    Ninth Anniversary Kudos 2 Participant Facilitator 1

    Hi Bev

    Great suggestion! Just so I am clear - the payment was made in 2019 and the refund is happening in 2021 but you want it to say that it was refunded in 2019?

  • Bev Everitt
    Bev Everitt
    Ninth Anniversary Facilitator 1

    no, the refund date is still in 2021, but you need to select the fiscal year it was funded in to match up with that years budget.

  • Alexis Fish
    Alexis Fish
    Ninth Anniversary Kudos 2 Participant Facilitator 1

    Hi Bev, I'm writing to let you know that the ability to change the fiscal year on a payment was just released! Thanks for raising this up. One of the best things about BBGM in the new SKY view is how fast items can be addressed. Check out the new release notes here: New features and fixes (blackbaud.com)

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