charge back from a bank

Doris Donovan
Doris Donovan
Name Dropper First Anniversary Facilitator 1 September 2024 Monthly Challenge
in Blackbaud Raiser's Edge NXT®: General Discussions

We made a deposit in cash receipts and the bank returned the check in error ,so they charged out account how do I post that entry?

Answers

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 2 PowerUp Challenge: Data Health #3

    I recommend that you use the Gift Adjustment functionality to adjust the gift to $0 and then communicate with Finance about how they need to record on their end. If you are posting to Financial Edge you can also post adjustments to the GL.

    There is a report you can run called the Adjustment Report which is also helpful to provide to finance each month.

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