What happened to

Patrick Lunn
Patrick Lunn
Sixth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

It's been completely changed. I have the ability to post payables, cash receipts and fixed assets in NXT, and I think I understand what's been done there……..however, my ability to post payment and receipt adjustments (used to be #4 in the list) is gone! Please advise if you know where it is. I can't figure out how to post cash management entries. Did we actually take this functionality away and force it back into database view?

Comments

  • Amanda Guardado
    Amanda Guardado
    Third Anniversary Name Dropper Facilitator 1

    @Patrick Lunn
    My subledger has not been producing batches for posting, correctly, for a solid week - and now I see this screen is completely changed! I can't get any help from Blackbaud on my case - but it's becoming clear the issues are occurring due to system changes they are making.

  • Mohit Kumar
    Mohit Kumar Blackbaud Employee
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Patrick Lunn
    You can post your Cash management entries by clicking on the Post button at the top of the page. This opens the same old screen as before.

    8e1545fbb8996a557e23481190a3173f-huge-im

    Note: Credit card adjustments can now be posted along with bank account entries in cash management. Before, you had to use the database view for credit card adjustments.

  • Mohit Kumar
    Mohit Kumar Blackbaud Employee
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Amanda Guardado Apologies for any inconvenience caused. Based on the case notes, it looks like you are meeting with one of our support analysts today, and I hope your issue will be resolved soon.

  • Patrick Lunn
    Patrick Lunn
    Sixth Anniversary Kudos 2 Name Dropper Participant

    @Mohit Kumar:

    @Patrick Lunn
    You can post your Cash management entries by clicking on the Post button at the top of the page. This opens the same old screen as before.

    8e1545fbb8996a557e23481190a3173f-huge-im

    Note: Credit card adjustments can now be posted along with bank account entries in cash management. Before, you had to use the database view for credit card adjustments.

    Ah OK. Got it! Thank you thank you!

  • Patrick Lunn
    Patrick Lunn
    Sixth Anniversary Kudos 2 Name Dropper Participant

    @Amanda Guardado I am now noticing that my deposit batches coming over from RE aren't posting properly………I validate and post them, then they don't show up on the bank register or bank reconciliation. Weird.

  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant

    @Patrick Lunn

    If you still need an answer and haven't done so yet, please contact Support. Just click on Help at the top of any Blackbaud Community page, then click Blackbaud Customer Support to access them.

    Please let me know if I can help in a different way.

    In harmony,

    Elizabeth

    Blackbaud Community Manager

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