FE NEXT Recurring Invoices in Webview

Katharine Koontz

I am trying to find information on whether there is a way to setup and process recurring invoices in the Web view. We utilize recurring invoices in the database view and need to be able to utilize it in the web view. Anyone have any info or guidance?

Samantha Charlet

@Katharine Koontz are you referring to Accounts Payable invoices or Accounts Receivable invoices?

Katharine Koontz

@Samantha Charlet Sorry, I forgot to put that it is Accounts Payable Recurring Invoices.

Samantha Charlet

@Katharine Koontz ok, we just switched to FE NXT in November and from what I understand there's no recurring invoices for AP. When entering your invoice, you can copy from a previous invoice and then if you need to change the distribution amount you can while editing your new invoice. You can also set up Default Distributions by percent on the vendor record. Hope that helps!

Katharine Koontz

@Samantha Charlet that is what I was afraid of. We have a program that has over 100 recurring invoices each month, plus I have 38 recurring invoices twice a month that I process.

Thank you for your assistance.

Sannyasin Siddhanathaswami

@Katharine Koontz
I've been waiting and asking for recurring invoices in A/P in NXT for a long time. Hopefully we hear something!

Mary Aquino

There are two Ideas in the Idea bank for Recurring invoices:

https://financialedge.ideas.aha.io/ideas/FENXT-I-2591
https://financialedge.ideas.aha.io/ideas/FENXT-I-2592

Please go vote on them!

Megan Hennessy

@Mary Aquino Thank you for this!!!!

I too can not believe this will not be an option!!!! We are a non-profit health & human services organization that subsidies rent for consumers... the reccuring invoice option insures the rents are all paid and paid on time! Please reconsider this option!

Shirley Wagar

@Katharine Koontz I reached out to Blackbaud about this yesterday, and they advised that, as per the most recent update on FE NXT features grid , the feature for recurring invoices is in a status of "Deferred." This indicates that it is not on the immediate (6-12 month) roadmap for development.

Katharine Koontz

@Megan Hennessy
I agree! The option of recurring invoices in web view is a must! We rely on this option in database. It is critical for our organization!

Christy Salinas

@Katharine Koontz I use this feature in database view all the time and rely on it pretty heavily! I really hope they reconsider making this available in webview before shutting it off in database view!

Rachel Blackburn

@Katharine Koontz
It's incredibly frustrating. We have also been told it's been deferred, but the support person we spoke with said that things marked as deferred is not currently be developed and won't be unless there is a need for it.

Seems like we need to make sure they know how many of us need it.

Mary Huber

@Mary Aquino
following the link you included didn't open the ideas to “vote” on.

Nikki Baldwin

@Mary Huber, come to the Product Update Briefing today (or watch on demand if you can't make it live) and see some exciting news about this functionality!

Mary Aquino

@Mary Huber The good news is, you don't have to vote anymore! It's being implemented!!

Patricia Cavanaugh

@Katharine Koontz Any updates on this topic? I don't see any mention in the roll out schedule

Megan Hennessy

@Katharine Koontz I see from the newest information we recieved - this will be gone in Feb. 2025 - And not loving the soluiton noted below with with duplicating previous invoice - we have a ton of RENT payments - and process it with one click of a button.

Anyone else hear any news?

Nikki Baldwin

@Megan Hennessy, we are currently in limited availability with recurring AP invoices for webview--so, some customers already have them. We will move to full general availability (GA) with the recurring invoices in webview in January. Waves for shutting off those record types in database view will follow in late February.

Megan Hennessy

@Nikki Baldwin - great to hear - so it's not going away - it will be in Webview - is there training on it?

Nikki Baldwin

@Megan Hennessy not seeing one just yet but a short video should be posted in the What's New Learning Path and/or in this Knowledgebase solution as soon as it is available. Functionality should be pretty straight forward, however, from the database view's.

Will Wellman

@Nikki Baldwin @Megan Hennessy We plan on updating our current course: Invoice Processing with webview functionality once the feature is in General Availability.