Attachments in AP Invoice

Susan Trippe
Susan Trippe
Kudos 4 Fourth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know why when you attach an invoice copy in FENXT, sometimes it shows up under the invoice in the “Expense” section and sometimes it shows up in the “Attachments” section? I need to get a list of all invoices that do not have attachments, but the list is super long because it's assuming there is no attachment in cases where the attachment ends up in the “Expense” section.

Comments

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

    @Susan Trippe
    at least in my testing the only time an attachment shows up in the Expenses tiles is if I used Expense management for an invoice request and added an attachment there. But anytime I add an attachment to the invoice in Payables, to the attachment tile, it shows there. If it's there and you filter the list view, it should show any invoice that has an attachment on the attachment tile in payables. So the main question I would have and I imagine support would have : Are the attachments in the Expenses tile being entered in Expense Management not in paybles?

  • Susan Trippe
    Susan Trippe
    Kudos 4 Fourth Anniversary Name Dropper Participant

    @Kevin Brazell
    Yes, this is what I figured out also. I guess I need to enter a suggestion to BB Support that those invoices attached through Expenses Management be able to migrate over to Attachments. My issue was that I could not get an accurate list of invoices that had no attachment because all the ones that were attached through Expense Management were showing up as having no attachment.

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