Customize GL report to alter Reference field

Wynita Worley
Wynita Worley
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello, We are running GL reports for a grant on particular account. We noticed the default result is that FE combines the Vendor & Invoice description from the AP Journal into the Reference column on the report. We don't want this. We only want to see the Invoice description. Does anyone know how to alter GL reports to not combine the Vendor and invoice description. Or would a different AP report give us the GL data with only the Invoice description. Thank you for your help!

Comments

  • Heather LeVan
    Heather LeVan Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Wynita Worley if you are still needing help on your report I would recommend reaching out to support via chat or by going to support.blackbaud.com page to see your options. Have a great day!

  • Wynita Worley
    Wynita Worley
    Second Anniversary Name Dropper Facilitator 1

    @Heather LeVan
    Hello, I did reach out to support who advised that GL reports cannot be customized. However, they did walk me through creating a Query in Database View that met our needs. Thank you!

Categories