Individual/Employee Reimbursements

Amanda Prestidge
Amanda Prestidge
Participant First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Still in the process of getting our FENXT set up… What are some processes others are using to reimburse employees or individuals for reimbursements? In our current system (Access/custom built…. I know we are ancient ?) we can do an immediate check and be done, but I didn't how it works with this system. Thank you in advance!!

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Amanda Prestidge
    you have several options. If you want an invoice, then you can create one then pay that invoice. Other clients take it a step futher if they have Expense Management and require an invoice request that must be approved before it's an invoice. If you just want to cut a check without invoice, then you can use a one time check. It allows you to cut a check with out using an invoice.

  • Rachel Blackburn
    Rachel Blackburn
    Name Dropper First Anniversary Facilitator 1

    @Amanda Prestidge
    We are also having an issue like this. There's 60 or so monthly employee reimbursements that has to be done. Right now, we can use a recurring invoice in database view. But since database view is going away in June, we'll have to do them one by one. Recurring invoices in web view do not work the same way.

    Hopefully this is something that can be addressed before we lose database. It is going to cause delays and loss of efficiency.

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