Missing accounts query from the chart organizer validation report

Alexander Frenkel
Alexander Frenkel
Fourth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

It appears that the option to create a query of missing accounts from a chart organizer validation is gone in webview.

Comments

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

    @Alexander Frenkel
    typically you'd just run the Chart Validation to see if anything is missing or duplicated. Now you can export the report in PDF, Excel, or Word for a list of those accounts.

  • Alexander Frenkel
    Alexander Frenkel
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell
    Yes, but you can not use it as a query to run a reports like TB or GL Details to see if any of these missing accounts have activity.

  • Alexander Frenkel
    Alexander Frenkel
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    Hello all,

    I just added a new idea to idea bank to make it available in webview.

    Please vote for this idea. Your support is greatly appreciated! Here is link:

    3VOTED

    Bring back option to create a missing accounts query from chart organizer validation report

    @Alexander Frenkel

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