Exporting/Importing Distribution Sets & Globally changing a project code for all distribution sets

Ashley Snow
Ashley Snow
Second Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to convert an excel file into a distribution set that can be uploaded into FENXT - in the similar way that the "Create Journal Entry Batch" is used in excel to import journal entries. Is there a way to export an existing distribution set into an excel data file? Is there a way to globally change a cost center in a distribution set?

Comments

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

    @Ashley Snow
    There is, but it only makes Cash management Distributions or Transaction Distribution sets, it's called the “Create Distribution Set” on the office store

  • Ashley Snow
    Ashley Snow
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell is this an added service? How can I navigate to this in FENXT. In the database version you would be able to open up an AP invoice and load the distribution and then export that distribution into excel. Is this available in the web view?

  • Ashley Snow
    Ashley Snow
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell

    Does this have the ability to create account distribution set in Accounts Payable to expenses based on FTE and/or Sq Footage?

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

    @Ashley Snow
    it's a free excel add in, you'd download it from the office store just like the budget creator and journal entry creator. Though it doesn't do account distributions. Only 2 types : Cash management which is used in bank adjustments, & Transaction distributions.

  • Joanne Cosper
    Joanne Cosper
    Seventh Anniversary Name Dropper Facilitator 1

    @Kevin Brazell we have the add in activated in FE NXT, but when we go to Excel to sign into the Add-in, it just keeps looping us back to the sign in button and we can't get any of the add-ins to work. Anything special I need turned on in excel or FE.

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