W-9's

Laura Garnett
Laura Garnett
Sixth Anniversary Kudos 1 Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
I have 2 entities set up in NXT. One gives me the option to name an attachment a W9 the other does not. Does anyone know if there is a setting I need to fix to label the attachment a W-9

 

Comments

  • Michelle Nielsen
    Michelle Nielsen
    Eighth Anniversary Kudos 2 Name Dropper Participant
    if you have the database version, you can setup the table in the Configuration, for the different types of documents that you will attach.
  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Laura-Since you can do it for the one entity and not the other, it sounds like a tech support question.  You already have the W9 set up in the table, so that is not the problem.  There seems to be something with the one entity.  Tech support may be able to look behind the scenes and see that there is "some button or switch" that is just not set the correct way.


    I personally like the chat feature, usually get answers and if not they are great about getting back to you.  Just click on the question mark in the upper right corner then click on chat.
  • Laura Garnett
    Laura Garnett
    Sixth Anniversary Kudos 1 Facilitator 1

    Someone contacted me that day and we set it up





    Thank you








    Thank you





    Laura



  • LuAnn Ringler
    LuAnn Ringler
    Sixth Anniversary August 2025 Monthly Challenge Badge Kudos 1 Name Dropper
    How is that done?  I am using both database and web-view.
  • Michelle Nielsen
    Michelle Nielsen
    Eighth Anniversary Kudos 2 Name Dropper Participant
    in the database, you need to setup a table- Accounts Payable/Configuration/Tables/Media Type


    we have several types setup, so that at a glance it tells us what type of media it is.

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