Grants Payable | Trying to change due date/payment method on posted invoice

Elizabeth Kupec
Elizabeth Kupec
Second Anniversary
in Blackbaud Financial Edge NXT® General Discussions

In web view, I am unable to change the due date of a posted invoice and receive the following error message: “You have not made any changes to the existing distribution. The adjustment cannot be saved”.

If I try to change the payment method of a posted invoice, it makes me create an adjustment, even though the amount/distribution is not changing.

In our AP settings, we have selected a default account to use in distributions, which is used for most of our expenses. However, our grants use separate accounts, so when the adjustment is made but there isn’t any account activity to adjust for, it automatically posts to that default account. I then have to create a separate journal entry to move the activity out of that account.

This only impacts our grants payable process, not expense payable. Our grants are batch uploaded based on when they’re approved by our board, but the due date is later updated based on the payment schedule decided between our grantees and program areas.

In database, I can adjust the due date and/or payment method of a posted invoice, without having to create an adjustment, so that is what I’ve been using. I started a case when I first noticed this issue back in 2023 but never found a solution and need to get it resolved before database access is removed.

Has anyone else experienced this and found a solution? Or does anyone have a method other than due date to filter which invoices should be paid in a payment run?

Comments

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

    @Elizabeth Kupec I've heard of that sporadically but not experienced that in my own database. Sounds like it's not working as intended. If you've not brought this up with support before, I would so they can document it , and if it's persistent, hopefully fix it. An adjustment should normally only trigger when changing the actual GL distribution / or total amount of the invoice. Other fields can be changed, like payment method but not trigger the “adjustment” section.

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