Budget on Transaction Codes

Norman Gousy
Norman Gousy
Third Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I am trying to add a different transaction code to this list. It is a listing of fields that I want to budget on. How do I add to this selections?

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Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Norman Gousy
    to budget by a transaction code, FE let's you do this by 1 transaction code type, the one linked to the grant records in your grant FE >GL business rules. the type you link there, are the only ones you can budget by. After that the other 4 types can't be budgeted by. But otherwise, you enter the transaction code value in the the corresponding t code field in the budget or excel plug in.

  • Norman Gousy
    Norman Gousy
    Third Anniversary Facilitator 1

    @Norman Gousy
    Thanks Kevin. I'm new to FE. It would seem that I should be able to change the value in “Use values from the ‘Income Category’” to another transaction code , but it is not editable. Do you know how it can be changed if I am looking at the right place to make the change?

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  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant

    @Norman Gousy

    Glad you got an answer in our peer-to-peer community.

    For your follow up question, I encourage you to contact Customer Support for “how to questions” about the product, so you can get a technical answer in a timely manner. (Click Help in the Main Navigation on the top of every community page.)

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    In harmony,

    Elizabeth

    Blackbaud Community Team

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