Expense Management Account Coding on Copied Invoice Requests

Dan Hout-Reilly
Dan Hout-Reilly
Kudos 4 Fourth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Just recently, the amounts, account coding and distributions are not being copied forward from copied invoice requests, just the expense categories and descriptions. Is anyone else having this issue? Not carrying this information to new requests essentially defeats the purpose of copying previous requests.

Best Answer

  • Dan Hout-Reilly
    Dan Hout-Reilly
    Kudos 4 Fourth Anniversary Name Dropper Participant
    Answer ✓

    Looks like this has been resolved, at least for me…with no word from Blackbaud as to what caused the issue.

Answers

  • Debbie Arthur
    Debbie Arthur
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    I am experiencing the same issue. I use this feature quite a bit and agree - what is the purpose of copying previous requests when most of it doesn't carry over? The approval rule defaulting to "self approve" is especially annoying and frustrating.

  • Amy Brown
    Amy Brown
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    Same here. The copy function isn't working the same. I hope it's just a temp issue.

    Agree with Debbie; the self-approve as the default is a nuisance. Hope they will return that back to what it was before.

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

    It is taking me three times as long to use Expense management now! Very frustrated and hope they have a fix soon or we will be more tempted to move away from Blackbaud

  • Nancy Hrivnak
    Nancy Hrivnak
    Fifth Anniversary Kudos 1 Facilitator 1

    I am having the same issue today. Very frustrating.

  • Tammara Koppen
    Tammara Koppen
    Third Anniversary Name Dropper Facilitator 1 Boomerang (2024)

    I am having the same issue. It takes 3 times as long to enter invoices in Manage Expenses. I am very frustrated. This is a really bad change.

  • Nancy Hrivnak
    Nancy Hrivnak
    Fifth Anniversary Kudos 1 Facilitator 1

    I ended up reaching out to Blackbaud about this problem. Hopefully they will fix this soon.

  • Ruth Beegles
    Ruth Beegles
    Fifth Anniversary Kudos 1 Facilitator 1

    Same issue here.

    I submitted a case in case central for this. Hopefully, it will be resolved soon.

  • Dana Behler
    Dana Behler
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    This just added so much work to my AP clerk's time. She started a case and they told her it was to make FE more audit compliant and to keep segregation of duties clear. Not sure how that makes any sense. They did say you could still enter invoices in database view and the copy previous invoice works the old way.

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