How do I find inactive GL accounts in FE NXT?

Roberta A. Gilbert
Roberta A. Gilbert
Eighth Anniversary Kudos 4 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

We inactivated a bunch of expense accounts during the pandemic that we expected to bring back to future budgets. I want to be able to start using some of them again, but I can't find where to view a list of just inactive accounts. I also can't see inactive Account Codes. How do I see those? It was always a toggle in DB view, so I could see at a glance which ones were inactive.

(Please don't tell me I have to design a report to show them - this should be a 5-second setting I can view at any time.) Thanks!

Comments

  • Tanya Ferguson
    Tanya Ferguson
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Roberta A Gilbert when in the accounts menu, go to Filters and change the Data entry status

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    To see the inactive accounts, add the Status column to your view:

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  • Roberta A. Gilbert
    Roberta A. Gilbert
    Eighth Anniversary Kudos 4 Name Dropper Facilitator 1

    @Tanya Ferguson
    Thanks, Tanya. ok, I am an idiot. I was right there and didn't see it. I was so busy looking for the word “Inactive” that my brain didn't register that “Prevent data entry and posting” is exactly what I needed, d'oh!

    What about Inactive Account Codes? Were they just considered redundant? I had a few in the database but I no longer can tell (without comparing) which ones are Inactive in NXT, or if the Inactive ones got dropped.

    Thanks again!
    Roberta

  • Tanya Ferguson
    Tanya Ferguson
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Roberta A Gilbert I am not familiar with that process from database, but when I look at Account Codes in NXT, there is no option to inactivate them, so maybe they decided that was redundant and did not pull that over to NXT?

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  • Roberta A. Gilbert
    Roberta A. Gilbert
    Eighth Anniversary Kudos 4 Name Dropper Facilitator 1

    @Tanya Ferguson
    That's what I am thinking also. I just wish I could tell if any of the Acct Codes I see now are Inactive, or if those were simply removed from the list. Not an urgent issue, although the Account Activity status was, since I had accounts appearing on my reports that we no longer need, and I couldn't run a list of just the Inactive ones I wanted to restore. All good now!

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Roberta A Gilbert In our FE NXT system we created an account code custom field called “Active” that is a yes or no. Also when we change an account code to No we add “CLOSED” to the beginning of the account code title.

  • Tim Jones
    Tim Jones
    Name Dropper Facilitator 1

    @Roberta A Gilbert
    This system should allow us to completely inactivate an account. I even have a ton that someone created that I'd like to delete, but inactivating is safer just in case there's something lurking in those accounts that I don't know about. And being able to BATCH inactivate accounts (or click down a list), projects, etc, would be great. I have about 15 years of junk that I'd like to clear away.

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