Journal Entry Add-In - Custom Field issue

Marie Scheurich
Marie Scheurich
Fourth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I'm having difficulty importing data into the Custom Field when doing a journal entry. Any insight on this issue?

Comments

  • Blake Paradise
    Blake Paradise
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Marie Scheurich
    Hi Marie! Are you using the excel add-in?

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

    @Marie Scheurich
    currently the add in can't use the custom field. You'll need to go without it and add later or use the traditional import under GL>Import as it can use custom fields.

  • Marie Scheurich
    Marie Scheurich
    Fourth Anniversary Name Dropper Participant Facilitator 1

    @Kevin Brazell
    We are using the RAMP credit cards and importing the charges as a journal entry into FENXT. I watched a demo with the company “Esgenio” who has “Ramp for FE” and they are able to import into FENXT the journal entry, along with the link to the receipts from Ramp. Just wondering how they are able to do that. Wouldn't they need to have a Custom Field for that, or ….?

  • Marie Scheurich
    Marie Scheurich
    Fourth Anniversary Name Dropper Participant Facilitator 1

    @Blake Paradise
    Yes, I'm using the add-in

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

    @Marie Scheurich
    Yes a custom field. My guess they have it setup as a text field and use the link as the “value” of it. That means you'd have to use the import in webview and not the add in , since it can't use custom fields

  • Marie Scheurich
    Marie Scheurich
    Fourth Anniversary Name Dropper Participant Facilitator 1

    @Kevin Brazell
    okay…..I'll play around with the webview GL import, instead of the excel add-in and see what happens.

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