Adding new GL Accounts to Balance Sheet

Karen Avery
Karen Avery New Member
Sixth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I recently added two new Balance Sheet Liability Accounts to my general ledger, but I cannot get them to pull into my Balance Sheet. They have been added to the Visual Chart Organizer. Any ideas?

Comments

  • Sylvia Cook
    Sylvia Cook New Member
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Karen Avery
    Check if you have any other filters in the report itself.

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

    @Karen Avery
    Also if they are new with no balances make sure the boxes for excluding accounts with no activity / balances are not marked as well.

  • Jennifer McNeal
    Jennifer McNeal New Member
    Second Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Karen Avery did you figure this out? I am having the same problem adding a new expense account to the statement of activities

  • Karen Avery
    Karen Avery New Member
    Sixth Anniversary Name Dropper Participant Facilitator 1

    @Jennifer McNeal I did get my Balance Sheet to include all the accounts and balance, but I honestly now can't remember what liability accounts I was having an issue with. ? Have you made sure that they've been added to your Chart Organizer?

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