Creating a list of new account codes added within the fiscal year

Sherry Nordoff
Sherry Nordoff
Second Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Is there a report to run or a way to generate a list of new account codes added to the chart of accounts over a specific period of time? We have a fairly lengthy list and every year during the annual audit it takes some time for our auditors to determine what the new account codes are that had been added over the past year. (I have not maintained a manual list)

Comments

  • Susan Trippe
    Susan Trippe
    Kudos 4 Fourth Anniversary Name Dropper Participant

    @Sherry Nordoff
    If you go to General Ledger>Accounts>Columns in FENXT, and make sure you have checked the box for the column called “Date Created”, you can export that list and sort on the Date Created column.

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

    @Sherry Nordoff
    also if you want targeted results this would be part of the Account query function. Field called Date added and set your time frame.

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