Expense Management- Setting a Default Fund

David Hughes
David Hughes
Sixth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know how to set a default Fund in Expense Management? I want to be able to limit users choosing the wrong Fund but the right account code. Thx!

Comments

  • Kim Szalkus
    Kim Szalkus
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    David - you can do it in the user settings. We have ours set up to default the fund and the location code. The user can change it, but it starts with the default code.

  • David Hughes
    David Hughes
    Sixth Anniversary Name Dropper Participant Facilitator 1

    Thx! I finally figured it out after too much time spent in research. Like everything else, it is really easy once you know how to do it. :)

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