Daily G/L Report with Description Column

Shawn Jacobson
Shawn Jacobson
Seventh Anniversary Name Dropper Facilitator 1 Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions

hi, any idea when this feature will be available as it is a requirement Daily G/L Report in Query to show Description column?

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

    @Shawn Jacobson
    when you say description, do you mean journal reference or description of the account ?

  • Shawn Jacobson
    Shawn Jacobson
    Seventh Anniversary Name Dropper Facilitator 1 Loyalty Badge

    @Kevin Brazell
    I believe the journal reference as example:

    the following columns:

    Account, Trans., Journal, Reference, Debit Amount, Credit Amount, Balance.

    We needed Description Heading in between column Reference and Debit Amount to show what it is paid for.

    Porter Visa-1234567 (should have a description what is paid on the visa) $100.00.

    I have tried the GL Query Transaction, as the description field is not available yet and not sure if it will be according to BB support.

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