Client balance not appearing on AR Open Item report

Karen Patterson
Karen Patterson
Facilitator 1 First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

What would cause an Accounts Receivable client or balance to not appear on the AR Open Item report? It looks like all my other clients are showing up except this one. Where can I start to look for the reason that it is being excluded? Thanks!

Comments

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Karen Patterson, my first thought is that perhaps the date filters on your report are excluding this item/client – i.e. the post date is within the filters set on the report but the invoice date isn't or something like that.

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