AR Module and Transaction IDs

Debbie Jackson
Debbie Jackson
Second Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Hi there…Ok I have looked everywhere! Can you NOT link AR transactions to t-codes? Looks like you can just link project IDs?

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

    @Debbie Jackson If not -posted, the GL distribution tab will have the column for any established T Codes that are setup. You'd enter them there, same as you would account and / or project ID. WHen you post, that value along with the account / project ID would then post to the GL as well.

  • Debbie Jackson
    Debbie Jackson
    Second Anniversary Kudos 1 Name Dropper Participant

    @Kevin Brazell I am not seeing a transaction code option in my GL Distribution Tab. Do you know if this is something I have to turn “on” in the database somewhere. I have project ID, but no trans ID.

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

    @Debbie Jackson
    you would only see it if you've at least defined the transaction codes. This is in GL , Config, Transaction codes in DB view. In web view, LEdger, Settings , Transaction codes.

    Then in tables there is a matching table for each transaction code category. That's where you'd enter the table entires for use in the Transaction code columns.

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