Billing Management: Reverse Posted Charges and Payments

Shirley Wagar
Shirley Wagar
Tenth Anniversary Kudos 3 Name Dropper Participant
in Blackbaud K–12 Education Solutions™ General Discussions

In the January 7 release notes, it states that we can now reverse posted charges and payments and it lists two ways to do this. The first method states the following:

On the payment or charge record, accessed from areas such as either the Recent payments or Recent charges list respectively and selecting the Amount for a transaction. On the record page, select More actions and then Reverse.

I have followed these steps, looking up both a posted charge and a posted payment, but when I open the record and look at More actions, Reverse is not an option yet. I can only select “View change history”.

Is there a delay on this release?

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Comments

  • Anthony Block
    Anthony Block
    Tenth Anniversary Kudos 2 Name Dropper Facilitator 1

    @Shirley Wagar I think the announcements come a day or 2 ahead of the actual implementation. I think the implementation is always a Tuesday night so you wee it Wednesday. I could be wrong (very wrong, lol).

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Anthony Block Thanks. I’ve checked again this morning, and the feature is still not available. I’ve tried multiple browsers, logged out and back in, and cleared my cache, but nothing. I’ll wait a few days and if it’s still not there, I’ll reach out to @Julia Meseck.

  • Julia Meseck
    Julia Meseck Blackbaud Employee
    Seventh Anniversary Kudos 1 Name Dropper Participant

    @Shirley Wagar Because of the holidays, we actually had to push this until the release on January 14th. Sorry for the confusion!

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Julia Meseck Was this feature release pushed back another week? I know the “What's New” notes indicated a January 14 release but I'm not see the reversal option on posted payments records or on posted charges either. The only option is to view change history:

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    I tried in both Chrome and Firefox (cleared my cache too), but no dice! Sorry to be a pest!

    SW

  • Julia Meseck
    Julia Meseck Blackbaud Employee
    Seventh Anniversary Kudos 1 Name Dropper Participant

    @Shirley Wagar
    Hmmmmm…It should be there. I'll go take a look and see what's going on. I may need to follow up with you via email to get some specifics.

  • Julia Meseck
    Julia Meseck Blackbaud Employee
    Seventh Anniversary Kudos 1 Name Dropper Participant

    @Shirley Wagar It looks like the reason the option isn't available is because while this transaction has the status of Posted, the Post to GL run is still open in FENXT. We don't allow transactions in this state to be reversed since the batch could be deleted in FENXT which then “releases” the transactions in Billing Management and makes them unposted which would create an unposted reversed transaction. I'm going to reach out to you via email to get more details about these Post to GL batches.

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Julia Meseck Thanks for the explanation. That makes perfect sense! My finance team tends to leave the batches open a lot longer than I would have expected. I'll let the team know that they'll need to post approved batches in FE NXT with a bit more frequency if they want to use the reversal feature.

    Thanks again for following up!

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