Credit Memos & Distribution Sets: Please vote on these two ideas to expand functionality.

Elizabeth Kupec

Copying Credit Memos | Financial Edge Ideas

Distribution Sets: Option to edit both sides of | Financial Edge Ideas

Previously we had been using Blackbaud’s Journal Entry Batch Creator in excel to upload our payroll activity into FE, as our payroll is run by a separate vendor. This year we’ve prioritized running all activity through payables, rather than relying on making bank adjustments to journal entries. While transitioning to a process fully run through payables, we noticed some limits to credit memos and distribution sets, mentioned in the ideas above. Improvements to these two features would help streamline our process and limit the risk of keystroke errors in our AP flow.