Reports and Allocations

Dee Mize
Dee Mize
Name Dropper First Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to build a report that includes allocations by department without creating the allocation journal entries? For example,

I have 9 departments for a line of business. Each of those departments have their own set percentages for Revenue, General and Admin Expenses, and what they incur from our Accounting, executive, and marketing departments for Allocated Payroll accounts.

Do any other FENXT users do this with their reports? can it be done directly in FENXT?

Comments

  • Heather LeVan
    Heather LeVan Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Dee Mize Hi! I see the community has not responded to your question, yet. Just checking to see if you found a solution or if I can assist further. Thanks!

  • Dee Mize
    Dee Mize
    Name Dropper First Anniversary Facilitator 1

    @Heather LeVan
    I don't believe I've found a solution. We're really trying to figure out how we can apply our overhead allocations to a line of business report we currently use in Excel that doesn't involve entering journal entries to do those allocations.

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