Account Descriptions not Appearing in Trial Balance

Craig Reardon
Craig Reardon
Fourth Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

How do I get the Account Descriptions to appear on the Financial Edge Nxt Trial Balance?

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge First Reply

    @Craig Reardon Hi! I moved this discussion to the Financial Edge NXT forums. Thanks!

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Craig Reardon on the Sort and Break area, are you masking by a segment? If so, you will lose descriptions because it can't pull them in for multiple accounts being masked/represented with one line. This Knowledgebase article discusses that. If you remove your masking, you should be able to see the account descriptions on each line.

  • David Gladden
    David Gladden
    Fifth Anniversary Name Dropper Participant Facilitator 1

    The trial balance export file combines the project ID and description in one excel cell. This is causing problems of being able to analyze data using the project ID. Why can't the export file put the project ID in one cell and the description on the cell beside it?

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