Payable document attachment/edit

Caitlin Cowley
Caitlin Cowley
Third Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I used to be able to edit and/or attach additional documentation to an invoice once it was approved. For instance I attach a copy of the bank draft to an invoice once it has cleared the bank and since the update I have not been able to do this. We use FE NXT to keep track of this documentation and now I can't seem to add it to the system. Can someone please help?

Comments

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

    HI Caitlin

    I just tried attaching a file to an approved invoice in NXT and it worked. I clicked on View for the selected invoice, and in the Attachments tile there was an Add button. Clicked on Add and then uploaded a file, closed and reopened and it's still there.

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    I wonder if it could be a permissions issue. Might be worth contacting support.

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