Vendor and Transaction Attributes

Sam Dooley
Sam Dooley
Sixth Anniversary Kudos 1 Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi there! We are looking to implement a system that tracks which of our expenses go towards certain initiatives - such as Minority-Owned businesses, Local business, Sustainability, etc. I have been thinking of using vendor attributes and transaction attributes to do this. Does anyone have a similar structure in FE that they use and like? If so, are there any issues with reporting? Any suggestions for a better system appreciated :)

Comments

  • Ferdie Alayon
    Ferdie Alayon
    Seventh Anniversary Kudos 2 Name Dropper Participant

    One way we use attributes, “custom fields” in NXT, is to track client expenses.

    This is very helpful when using Query in database view. I'm not familiar with any existing Attributes report but what we do is export query results to Excel and use pivot tables to display the desired information.

  • Sam Dooley
    Sam Dooley
    Sixth Anniversary Kudos 1 Participant Facilitator 1

    Thanks Ferdie! I will try a query. I was able to filter GL reports by transaction custom fields (yay!) But I haven't been able to pull together a comprehensive Payables report using vendor custom fields. So query it will be!

  • Angela Tuttle
    Angela Tuttle
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge Name Dropper

    We have used attributes to track sales tax counties, gift officer expenses, and campaign expenses. We like Ferdie, also use query and excel.

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