Check request report - what is included

Sharon Helmick

Does anyone know of a way that you can take and add both the expense GL code and address to the pre-payment report that is run in treasury? Currently our process is the run this report and send it to the CFO for approval to cut checks. She would like to see the expense GL account that was used and the address is visible on screen, but does not print on the report. Any suggestions to add these two items or how to work around it for the actual check run?

Crystal Bruce

Hi @Sharon Helmick - Ok update! Adding the address is a product feature idea for the Ideas Bank here:

Blackbaud Financial Edge NXT® Ideas

Our product team monitors this Ideas Bank and often uses it for feature updates and product improvements!

I'm also told support could help you create a dynamic query that you could use before each payment run. You'll need to reach out to them to provide all these details in order to create it.

Crystal Bruce

Hi @Sharon Helmick I'm checking with my team on this!