HOW TO POST A CASH RECEIPT???

Bonnie Lutynski
Bonnie Lutynski
Third Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

HOW DO I POST A CASH RECEIPT IN NXT?

Comments

  • Deb Foos
    Deb Foos
    Ninth Anniversary Kudos 2 Name Dropper Participant

    Bonnie - Cash receipts are entered in the Treasury module, under Deposits and Payments. Click on the + icon and add your cash receipt here.

  • Bonnie Lutynski
    Bonnie Lutynski
    Third Anniversary Facilitator 1

    Right, I entered the cash receipt, amount, payor and was able to print the deposit report…but it shows my receipt as “not posted” - if I go under post subledgers, it keeps asking for “select a post parameter”, but it won't let me enter anything.

  • Deb Foos
    Deb Foos
    Ninth Anniversary Kudos 2 Name Dropper Participant

    Did your originally set up your post parameters in Database view? We did, and those parameters were just carried over to NXT. In the Post Subledgers menu, if you select Cash Receipts, it will bring up another window….the one I'm assuming you're referring to….. and you click Cash Receipts; in the Post Parameter field you should be able to choose from the drop down menu. I hope this helps.

  • Nancy Agan
    Nancy Agan
    Third Anniversary Name Dropper Participant Facilitator 1

    Deb, if in database view we usually add filters for a particular bank before posting, how do we do this in NXT FE? I have open items I can see in Database View (more than 802-804 below) and the Cash Receipts for the bank account are not finding any items to validate or post in NXT FE.

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  • Matt Boose
    Matt Boose Blackbaud Employee
    Tenth Anniversary Name Dropper Participant Facilitator 1

    Hi Bonnie - You will need to save a Cash Receipts post parameter in the Database View to use in NXT Web View. In the database view, go to Cash Receipts/Administration/Post. Create a New Post Parameter. Save this post parameter with the name of “Cash Receipts”, for example. You will now be able to use this in NXT Web View under Post Subledgers.

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