Invoices /Post Date

Meghan Larson
Meghan Larson
First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Previously when you created an AR invoice, you could enter the Post Date on the new invoice page and it would carry forward to the line item. That does not happen now. How do you fix it?

Also-How do you go to the next new invoice without having to go back to Invoices under Recievable and start over. You used to be able to hit Ctrl + E and the next invoice would come up.

Thanks

Answers

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 First Reply Name Dropper

    Hi @Meghan Larson it should be taking the invoice date as the default on each new line item — if that's not working for you, please create a support case so we can get that resolved for you.

    We haven't added a 'Save and New' option here which could be a great IdeaBank option but once you've saved the invoice and it leaves you on the newly created Invoice record, you can simply hit the back button on your browser and it will take you right back to that main Invoices screen. The keyboard shortcuts we could utilize in database view are not applicable to cloud solutions.

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