Error Message in Credit Card Activity

Laura Anson
Laura Anson
Second Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Our fiscal year-end is 6/30. It's July 3 and we have users trying to code and submit receipts for recent (prior to 6/30) credit card transactions.

Each one gets a “the document date must be in an open fiscal period” error and the user cannot proceed to submit. HELP!

Comments

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

    @Laura Anson Check what your fiscal period settings and see what is closed vs open. Sounds like June is a closed.

  • Jill Knowland
    Jill Knowland
    Second Anniversary Name Dropper Facilitator 1

    @Laura Anson I had this exact same issue. I had to open up the next fiscal year because while the charge is going to post to the correct 6/30 year, the transaction stamp is going show it was entered in the July (new) fiscal year.

    I did this, and verified that the charge was posted correctly in the 6/30 year, and just because the record was created in July it needed the open year.

    The error message is not helpful because it makes you think your document date is in a closed fiscal year. It's really that the record creation date in a closed fiscal year.

Categories