Pymts in NXT Change post status on Invoices to DO NOT POST

Michelle Rose
Michelle Rose
Fifth Anniversary Participant Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Good morning, I've noticed that when I enter payments into NXT, the line items the payment is applied to change from posted to DO NOT POST. When I look in the data base, those same line items still have the status of posted. Ive created a case with blackbaud but I don't think I'm being understood and that very well could be on my part at least partially. I keep being directed back to the database but if the database is going away, that does not solve this issue or provide any understanding as to why this is happening.

Also, when I enter payments into NXT, a project id must be assigned, unlike in the data base. So, If a payment is entered into the data base but is not applied or is partially applied, then if someone tries to apply it in the data base, it cannot be applied because (I guess) the project was not assigned to the portion that was not applied.

Has anyone run into these issues and can point me in the direct of getting it solved? I'm getting frustrated opening cases and having to spend so much time. I really appreciate any help offered.

Answers

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

    It sounds like you are posting unpaid invoices and then paying them, yes? So the posted invoice probably says "do not post" when you pay it, because it is already posted, and you don't want to post it twice.

    With regard to the project ID, we use them also, but we apply the expense to the project ID when we enter the invoice, because that's where the expense is. Payments are purely cash transactions and have no expense component, so we don't use the project ID on payments. If you are being forced to use a project ID on payments, check your AP Business Rules - you may have a setting there which says that payments require a project to be used, but you can turn that off.

  • Michelle Rose
    Michelle Rose
    Fifth Anniversary Participant Name Dropper Facilitator 1

    Thank you for your response, Roberta.

Categories