Reviewing A/R deposits in NXT - Applications detail?

Karen Patterson
Karen Patterson
Facilitator 1 First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

When reviewing deposits that have been entered into NXT, I noticed that there is considerably less detail regarding the application of the payment to an invoice. In database, I am able to see the line item date, transaction ID, owner, description, and the amount applied to the line item. However, in NXT, I see only “Line Item 1” and the posting date.

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Database view
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NXT view

Does anyone know if there are any plans to expand the NXT view to include the detail that is in database? When I click through to the line item, I can see the invoice total, the amount applied and the remaining balance but it doesn't confirm for me the amount that has been applied from the deposit that I am viewing.

Thanks, all!

Comments

  • Heather LeVan
    Heather LeVan Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Karen Patterson As we finalize full functionality for AR in webview, this item will likely be addressed soon. In the meantime, please report this issue to support to ensure it is tracked and reviewed.

  • Tara Makas
    Tara Makas
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Heather LeVan hi, is it possible some organizations still don't have access to apply payments to AR invoices? I can apply payments in database view but in webview it doesnt give me the option. I can add the payment but I cannot apply.

  • Renee Elliott
    Renee Elliott
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Tara Makas - I am not able to apply payments yet either

  • Heather LeVan
    Heather LeVan Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Tara Makas at this time, you can apply payments to not yet posted transactions only, remaining functionality coming soon. Until then, you would continue to use database view.

  • Heather LeVan
    Heather LeVan Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Renee Elliott at this time, you can apply payments to not yet posted transactions only, remaining functionality coming soon. Until then, you would continue to use database view.

  • Daa Bond
    Daa Bond
    Third Anniversary Name Dropper Facilitator 1 Boomerang (2024)

    @Renee Elliott
    ditto. I cannot apply payments.

  • Kriket Johnson
    Kriket Johnson
    Ninth Anniversary Name Dropper Facilitator 1 Loyalty Badge

    @Heather LeVan I have the apply payment button but it is not showing outstanding invoices to apply the payment to. For a few days I was able to and it was showing outstanding invoices, then it just stopped. Has this happened to anyone else?

  • Selena Weiss
    Selena Weiss
    Seventh Anniversary Name Dropper Facilitator 1

    @Daa Bond and @Renee Elliott we cannot either.

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