Finding Imported AR Records

Debbie Jackson
Debbie Jackson
Second Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

We imported AR records (credits) into BB. How can we find/delete these records? We cannot figure it out!

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

    @Debbie Jackson
    usually the best way to collect them all is a query for the record type. For Criteria , I'd used Date Added from the Properties section. Set operator to equals if it was all on a single day, then on output any data you need to review on the results tab to help make sure those were all the imported transactions. THen you can go through each one and open, make sure they aren't applied to any charges or invoices, and then delete them.

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