Import for AR: Charges or Invoice?

Leonie Philip
Leonie Philip
Third Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello!

I am the Newest Product Manager on the FeNXT team and would love to hear from you regarding bulk addition of records in AR, using spreadsheets.

I am curious to learn what your workflow looks like, more frequently:

  • Do you add new charges in the system first and then create the invoice OR
  • Do you add a new invoice in the system first and then associate charges to it?

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