Payment date after school year end 5/31

Lindsey Palazzi
Lindsey Palazzi
Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

If I have invoices that need to hit my GL in May but I do not receive them until June, I know I can have my invoice detail (inv date and post with May dates) but can I run those (check run) also by editing my payment date and make that also a May date? In the past we date the items for May so they are in the correct budget year but my check dates end up being June which has caused recon issues and confusion. Was hoping maybe this would fix that?

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Hi Lindsey,

    you can. When setting up the check run for that invoice(s), use the payment date of Specific Date. This will allow you to choose the Check date. So if it needs to be May, you can make it May. Should work in both Database View and Web view.

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