Transaction Code Use in Expense Mangement Invoice Request

Shana Meadows
Shana Meadows
Second Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

We have to have a workflow for invoice approvals so they all go through expense management. The 5 transaction code fields show in the payable/invoice when you enter there, but I do not see them when you enter an invoice request in Expense Management. Does anyone else have information on if there is a way to get them to appear?

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

    @Shana Meadows
    They show on the same areas as the account numbers and project. IN EM you pick the expense category that has a default value, but you can edit it and that's where the Transaction code columns show up, just like in JE or invoice.

  • Shana Meadows
    Shana Meadows
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell Thanks. You do have to input an expense category for it to allow the box to pop up.

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