New Account Set Up is not "Sticking"

Stephanie St. Clair
Stephanie St. Clair
Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I tried to add a new account to our COAs yesterday, and today, when editing a batch, the new account # was not recognized by FE NXT.

These are the steps I followed: Settings>General Ledger > Account Codes > +Add
From there, I filled in the appropriate fields. This is for an Expense account if that matters. Then I hit Save.

Has anyone else run into this problem?

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Answers

  • Stephanie St. Clair
    Stephanie St. Clair
    Facilitator 1

    Thank you for your response.

    However, when I did this 2nd step, it tells me the account number must be unique. This account number has not been used before.

  • Stephanie St. Clair
    Stephanie St. Clair
    Facilitator 1

    So I was able to change the account code by 1 digit, in the second part of that set-up that you explained.

    Does that mean I have to go back to the first part of the set up
    (Settings>General Ledger > Account Codes > +Add), that I did yesterday, and +Add the new code number to make it "work" correctly going forward?

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