Expense Management

Gerda Robinson
Gerda Robinson
Fifth Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

There is a field when entering invoice into expense management called “expense detail/purpose”. However, after the invoice is approved and into AP, this field cannot be found. Can anyone tell me what happens to this information? Sometimes it is really important!

Comments

  • Dan Hout-Reilly
    Dan Hout-Reilly
    Kudos 4 Fourth Anniversary Name Dropper Participant

    @Gerda Robinson In DB View, the information is on the Invoice Request tab of the invoice. It does not appear in NXT. There are at least four Ideas about this at:


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

    @Gerda Robinson
    Dan is correct, currently that field stays on the request in expense management. If the information that is normally put there needs to be in payables, then I'd likely use a different field/ option. COuld add another attachment to the request that has a text document. If it's a short amount of informaion, you could set up a custom field for invoices/ invoice request. If put on the request, it will be on the invoice when approved.

  • Gerda Robinson
    Gerda Robinson
    Fifth Anniversary Name Dropper Facilitator 1

    @Kevin Brazell
    I understand all the ways to get around it BUT what I do not understand is WHY is there a field for the requestor to fill in (large field) and then it disappears in AP??? Why? If its a field to be filled in then it needs to be accessible in the future. Makes no sense to me.

  • Karen Edwards
    Karen Edwards
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Gerda RobinsonWeb purchasing is the same way. We enter a lot of important information in the comments box in the requisition, and it has always frustrated me that we have to go back to the purchase req to see it again, versus the system pulling the text into a notes or comments field in FE. This would be so helpful. I really wish they would address this.

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