Posting Accounts Receivable Deposits in NXT

Susan Bednarek
Susan Bednarek
Kudos 1 First Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Up until a few days ago, I was still able to post my AR deposits using the database by going to the AR module - Admin - Post. That ability has now been taken away, but I can't find a way to post deposits in NXT. I tried General Ledger - Post Subledgers using the Accounts Receivable subledger and “Post receivables transactions with this journal code” also set to Accounts Receivable, but all it picks up are my invoices. I can't find any way to post AR deposits in NXT. Any help would be appreciated. Thank you.

Comments

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

    @Susan Bednarek
    I tested a Post parameter for AR in my db and it's picking up both payments & Deposits from AR. Now I made a new one and didn't filter anything just to have as wide a net as possible. But it did work. So I'd be curious : 1. Saved parameter ? 2. What settings / filters etc? 3. If you set up a new AR post parameter, and just save it for everything and validate, do the deposits show up? ( also make sure to have the box marked for Include deposits whose actual receipt totals do not match the projected totals.

  • Susan Bednarek
    Susan Bednarek
    Kudos 1 First Anniversary Name Dropper Facilitator 1

    @Kevin Brazell

    Thank you. Not having the box checked to “include deposits whose actual receipt totals do not match the projected totals” was the problem. In my head I was thinking that I know my deposits are in balance, but that wasn't the issue… it was that I never enter projected totals. I apologize for not thinking through the problem more thoroughly.

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