Importing Deposits

Mary Trigo
Mary Trigo
Second Anniversary
in Blackbaud Financial Edge NXT® General Discussions

With all the updates to Financial Edge, is there a way to import deposits. I see the importing payments procedures but it would be great if we could also import the deposits as well.

Answers

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

    No. You have to make and save the deposit first. Then you can do payments. This was the same process in database view for importing payments. You had to make the deposit first.

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