Import GL's - GST

Carolyn White
Carolyn White
Second Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Have any Canadian clients been able to successfully map their GST ITC's or rebates to GLs in webview? We are importing a csv file from another system and it worked fine in database. I get no errors on the validation report but it is not importing the amounts and we need to manually adjust each invoice (sad face).

Comments

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

    @Carolyn White
    I would have thought if it was mapped and working in database view it would in webview. It was a few years ago when we started, but we are not importing csv files for payables.

    Check under payables>settings>default accounts>GST that the account is filled in there. If all looks well there then I think you should contact support.

  • Carolyn White
    Carolyn White
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Sylvia Cook Thanks Sylvia. I would have thought it cam over from database as well. And it worked fine in database.

    I have checked the default accounts and there is nothing in there. But we have 3 different GL that we need to use for our GST and it appears that we can only set up one default GL. When I tried to enter a GL under under the GST, it then goes to the PO screen and won't let me save anything without a default PO GL and we don't use the PO portion of FE.

    I have a case started with support but that is going very slowly.

    Thanks for you help

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