Looking for the best practice when using Expense Mgmt for Approvals

Rhonda Dirr
Rhonda Dirr
Tenth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

I like using Expense Management for invoice approvals. The sticky part is that when I do the check run, I have no physical invoice to put with the check or nothing at all when it is a Bank Draft or EFT. How do I prove to the check signer that the invoice has been approved to be paid, without them having to click into FENXT for each of those invoices?

Any suggestions are appreciated. Thank You!

Comments

  • Lisa Olscamp
    Lisa Olscamp
    Seventh Anniversary Kudos 2 August 2025 Monthly Challenge Badge Name Dropper

    @Rhonda Dirr We have not kept paper back up since going onto FE. We have added some custom fields to identify if all the properly approved back up has been attached in the system before payments can be processed. When signing checks, I open Treasury, the bank account being drawn from, and then open register. You can apply filters to just show the current check run. I drill down into anything I want to look at from there.

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

    @Rhonda Dirr
    If you want something quick you could use the filters in the invoice page to filter by invoice status approved, and of course any other factors for that check run. Then FENXT has the export to excel. Shows all the details and in a list view that should be easy to look through / scan through while in excel. That's likely the fastest and easiest way.

  • Rhonda Dirr
    Rhonda Dirr
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Kevin Brazell Thank you for your response. I have done the downloading to Excel so he can click on the invoice and that has worked a little bit. I will try and tweak that report. I do wish one of the filters was “Approved by”.

  • Rhonda Dirr
    Rhonda Dirr
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Lisa Olscamp Thank you for your response. I may have to resort to a “tech session" and show the signers how to use the Treasury section. I will always have to print for my second signer of checks over our threshold, as they do not get access to the system.

  • Lisa Olscamp
    Lisa Olscamp
    Seventh Anniversary Kudos 2 August 2025 Monthly Challenge Badge Name Dropper

    @Rhonda Dirr we give them limited read only access. It is a huge time saver.

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