Post Date vs. Date Posted

Dragana Zulfic
Dragana Zulfic
Third Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

What date is the "post date" in the list of JE batches? The only available column option is the "date posted" which is not the actual "post date" from JE lines.

Comments

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

    @Dragana Zulfic
    Unfortunately, the list of JE batches does not display the post date. To see the post date, you must actually open the JE and find the post date within…….unless there is some other way I"m not aware of.

  • Dragana Zulfic
    Dragana Zulfic
    Third Anniversary Kudos 1 Name Dropper Participant

    @Deb Foos Thank you so much! That is what I thought, but I still wanted to make sure I am not missing something.

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

    @Dragana Zulfic
    Yea FE tracks the date posted, so you know regardless of what the post date is in the entry, which somone actually clicked the Post button. That way if you're tracking down reconciliation issues, it helps to know when something actually happened vs the Post date to affect your reports.

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

    @Dragana Zulfic
    We have actually started entering the Post Date along with the description in the description field. Since the description displays in the JE List, we can see the post date from there.

  • Kristy Soular
    Kristy Soular
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Dragana Zulfic
    I was told by Blackbaud that they cannot make a ‘Post Date’ column because a journal entry can utilize more than one post date within the entry.

    I would love it if they could simply list the word ‘multiple’ in that column instead because almost 100% of the entries we make only have only one post date.

  • Roberta A. Gilbert
    Roberta A. Gilbert
    Eighth Anniversary Kudos 4 Financial Edge NXT Fall 2025 Product Update Briefing Badge Name Dropper

    @Deb Foos:

    @Dragana Zulfic
    Unfortunately, the list of JE batches does not display the post date. To see the post date, you must actually open the JE and find the post date within…….unless there is some other way I"m not aware of.

    I started opening JEs which were posted in early July, and changing the title to reflect the post date or FY. It's the only thing I can change after a JE is posted, and it helps to see which AP posting belongs to which FY, for example.

  • Thomas Walker
    Thomas Walker Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Kristy Soular
    I've asked the Product Manager who is in charge of the General Ledger to look into this to see if we can make that change in the lists

  • Janet Tucker
    Janet Tucker
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kristy Soular
    I agree with you. I use the journal entries for a specific month. I never post to multiple months within one batch. Yes, I use “June 2022” as the starting of the title for my batch but it would be a good check to be able to add a column to show what month it was posted to.

  • Janet Tucker
    Janet Tucker
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell
    On the other hand, if I intended to post a JE to June but can't find the entry showing on my General Ledger then I have to search for it. Did it accidentally get posted in May or July? Still a search issue.

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