attachments

Paula Kendall
Paula Kendall
Third Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is there a report that will show me the attachments to invoices

Comments

  • Dawn Ariza
    Dawn Ariza
    Fourth Anniversary Name Dropper Participant Facilitator 1
    We had to create a query in database view.
  • Paula Kendall
    Paula Kendall
    Third Anniversary Facilitator 1
    Ok but I did the attachments in Financial Edge NXT not in the database. I thought that different ones said that you can not see attachments in database if you put them in NXT.
  • Dawn Ariza
    Dawn Ariza
    Fourth Anniversary Name Dropper Participant Facilitator 1
    Let me ask my staff because they did this.

  • Dawn Ariza
    Dawn Ariza
    Fourth Anniversary Name Dropper Participant Facilitator 1

    It is not a report but a view capability. You can go to invoices and then filter on attachments. Have it filter “exclude invoices with attachments”

  • Wendy Croker
    Wendy Croker
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    Dawn - this is a great suggestion! Once set your filter options, you can use the Export to Excel button to get a report. Simple to set dates (last month for example) and quickly review invoices without attachments. You've got me thinking about how I can use the filters in other modules to create simple reports.

  • Dawn Ariza
    Dawn Ariza
    Fourth Anniversary Name Dropper Participant Facilitator 1
    That is great to hear.


    I like using the filters to approve invoices too.


    Glad my suggestion was helpful!

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