A/R billing items

Thomas Walker
Thomas Walker Blackbaud Employee
Tenth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Quick Question: Do you have instances where it would be helpful to have an alias or alternative description for a billing item to print on charges, invoices and statements. For example, Your internal description would be MSFD Residential Unit Services Level 2 and the description you need to present to the client is Daily Inpatient Group Home.

Would love to hear from you if this is valid or not

Comments

  • LeeAnn Schmidtberger
    LeeAnn Schmidtberger
    Eighth Anniversary Kudos 2 Name Dropper Facilitator 1

    We would definitely utilize this option if it was available.

  • Deb Foos
    Deb Foos
    Ninth Anniversary Kudos 2 Name Dropper Participant

    We would likely use this, as well.

  • Michael King
    Michael King
    Third Anniversary Facilitator 1 Boomerang (2024)

    I cannot say for sure if what we are doing for creating financial statements will also work for billing items, but maybe it can. I was able to add a custom field to the chart of accounts and use that custom field to report on rather than the account description. That let us load a summary description in addition to the account description. For example, all the accounts related to payroll and benefits have “Payroll and Benefits” in that custom field. That way, they can all consolidate together in reports by using the custom field instead of using Account Description. I do not use A/R billing items so don't know if this applies there, but perhaps it does. Good luck!

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