Expense Management-Submitting Invoices for Approval

Betzi Cable
Betzi Cable
Third Anniversary Name Dropper Facilitator 1 Kudos 1
edited November 4 in Blackbaud Financial Edge NXT® General Discussions

Is anyone else experiencing issues when entering multiple invoices in Expense Management?

I'm receiving the message Are you sure you want to leave? Any info you entered won't be saved.

Are you sure you want to leave?

This occurs after I've submitted the invoice request for approval. This is quite frustrating, gives the impression that the submission did not go through, and adds more clicks to the process.

Are there any options to disable this feature or remove it completely?

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Answers

  • Brenda Uehara Flentge
    Brenda Uehara Flentge
    Third Anniversary Name Dropper Facilitator 1 Blackbaud Pro Certified

    Hi there, I'm experiencing "need to attach an invoice" an internal rule. I've attempted several times to attach my invoice for several entries and it would not attach. However, I can see an image of my invoice on the right side of my entry, which might be a new feature. IDK what's happening.

  • Kerryn Schwarz
    Kerryn Schwarz
    Seventh Anniversary Kudos 1 Name Dropper Facilitator 1

    I have come across this glitch and the one that says "transaction must be fully distributed" when it is! I find that if I save as draft and then reopen and resubmit, it works about 50% of the time.

  • Betzi Cable
    Betzi Cable
    Third Anniversary Name Dropper Facilitator 1 Kudos 1
    https://community.blackbaud.com/discussion/comment/308496#Comment_308496

    I had a similar issue in October-I submitted a ticket in Case Central on the 21st & by the 27th the programming team had implemented a fix.

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