Mid-year line item added; not showing on Statement of Activities

Amy Allen
Amy Allen
Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi. We recently added a new line item for a new position. It is not showing up on the Statement of Activities. What am I missing?

Answers

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary First Reply Kudos 1 Name Dropper

    You probably need to review your chart organizer to make sure the new codes are mapping to your Statement of Activities. If you validate your base line chart organizer you should be able to find the problem.

  • Amy Allen
    Amy Allen
    Facilitator 1

    Thank you so much for this. I did this and it says there are no errors. Any other thoughts?

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary First Reply Kudos 1 Name Dropper

    If I was investigating this I would run a detailed trial balance and try to isolate the disconnect.

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper
    https://community.blackbaud.com/discussion/comment/313854#Comment_313854

    When you validated the VCO was it using a default vco against your custom vco? if you validated it against itself, common issue, then it would be a false positive.

  • Amy Allen
    Amy Allen
    Facilitator 1

    Thank you both! I found the error. The account setup was not correct with the reports and sub-reports. I had failed to select "Sub-reports" and had only selected "Reports". Easy fix.

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