Credit Card Transactions & Invoices

Melissa Ade
Melissa Ade
Eighth Anniversary Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions

We are using the credit card feed with FE NXT and noticed that you can not enter an invoice date for credit card transactions. With Accrual Accounting - this is a problem as we have to record the invoice on the date it was created - not the day we pay it. How do you handle this? Is the best way to only allow invoices to be paid via a checking account?

Comments

  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    @Melissa Ade
    I have noticed as well that when submitting through the credit card feed and approving that the dates do not show, or are current dates. But when once approved and you “record” the transaction there is a posting date field that you can edit.

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