Expense Management Settings

David Gladden
David Gladden
Fifth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I am having trouble with getting Expense Management settings to work correctly.

Comments

  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    @David Gladden
    There are a lot of settings in Expense Management. What specifically are you looking for it to do?

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

    @Sylvia Cook
    Enter a check request to create the expense in a specific project (all projects in different funds) and create a payable in the Foundation Unrestricted Fund and specifice Project.

  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    @David Gladden
    Have you set up an expense category for this yet? When using Expense management you create an expense categories and within it you enter the GL account you want it to be charged to.

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