Setting "Payment Assistant" as the Payment Method in FENXT

Mel Abraham
Mel Abraham
First Anniversary
edited August 13 in Blackbaud Financial Edge NXT® General Discussions

Is there a way to set "Payment Assistant" as the payment method in FENXT? We are trying to move towards using them for more vendors, but it is not seamless enough to make the majority of our payments with them. At this point, it's getting confusing for our AP team to remember which of the vendors are paid via check or Payment Assistant. We keep the Payment Assistant vendors as "check" payments, but it's not efficient to double check all of the vendors every time we process payments.

Thanks!

Answers

  • Stephen Churchill
    Stephen Churchill Blackbaud Employee
    Fifth Anniversary Name Dropper Participant Facilitator 1

    Hey, Mel!

    There's currently no way to set a vendor's default payment method to Payment Assistant™, as FENXT sees Payment Assistant™ as the payment process, rather than the method of payment itself. That said, you could take advantage of custom fields here to help filter down on invoices when doing your Payment Assistant™ payment run. Custom fields can be added by going into Settings > Fields and Tables > Custom fields.

    For example here, you can create an invoice custom field called "Payment Assistant™?", and set it as a "yes/no" input type. This would allow you to go into the filters for your payment run, and filter down to only show invoices with a "yes" for that field. Please just note you'd more than likely want to set the custom field to be required to ensure it is not missed when entering invoices.

Categories