Credit Card Account Reconciliations

Jon Remington
Jon Remington
Third Anniversary Blackbaud Certified
in Blackbaud Financial Edge NXT® General Discussions

Hello,

I was wondering if anyone knew of a way to enable reconciliations for your Credit Card Accounts in FE NXT like with Bank Accounts.

I noticed the credit card payments state they are not reconciled so I assume there is a way to reconcile them like the bank accounts but I have been entirely unsuccessful in finding a setting to enable a reconcile button like the on on the bank accounts.

Thank you for any help you are able to provide,
Jon

Comments

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

    @Jon Remington
    It would be great to reconcile the credit card accounts the same as a bank account, but currently, that is not possible.

    You can vote on idea 555 in Ideas. It has a bunch of votes and it is tagged “future consideration” so keep voting on it and it may happen.

    Sylvia

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