Credit Card Adjustments & GL Distribution Transaction Codes

Taylor Gagne

Hi all,

Figured I would try to knock out two birds with one stone by combining these in a post although they are separate topics.

1. Our credit card company and Yodlee can't get the connection issues figured out (going on two years of not working now), so we have started to import some transactions as adjustments to specific active cards we have in the system. Treasury → Credit Card Accounts → Click on the card we want → Register tab. Does anyone know how to add a column that shows if an attachment has been added to these adjustments? We are having our card holders upload receipts to the adjustments, but without a column showing if an attachment has been added it makes it very difficult and inefficient to check which transactions do not have a receipt attached yet.

• We use transaction codes to signify what event certain transactions are associated with. Before the last update, there were arrows we could click that would open a drop down in that transaction code's box to choose the event. Now, you have to begin to type the event and hope that it pops up for you to click on. Is there any way to revert back to the drop downs or get them added back?

Appreciate any and all advice on how to get these resolved!

Elizabeth Perron

Hi @Taylor Gagne,

Here are a couple community resources:

This discussion is about yodlee and you can connect with the other members on the thread to chat with them about their experience.

This coming soon blog and please click and subscribe to the Financial Edge NXT Announcements to learn from the other blogs from our staff.

Hope this is helpful,

Elizabeth

Blackbaud Community Team