How to run an open invoice report that also shows the approver(s)?

Rhonda Dirr
Rhonda Dirr
Tenth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

I am looking to see how I can run an open invoice report that includes the approver(s) of each individual invoice. I would like to do this so that the CEO knows who approved the invoice when he is signing the check, also since we are using Exp Mgmt, I no longer print hard copies of items that are run through Exp Mgmt, therefore he does not see the invoices unless he logs into FENXT and brings up each invoice. Please let me know if anyone knows how to do this or if it can be added to FENXT reports, even just an Approval Report.

Comments

  • Lisa Olscamp
    Lisa Olscamp
    Seventh Anniversary Kudos 2 August 2025 Monthly Challenge Badge Name Dropper

    @Rhonda Dirr Following…We have had some trouble also getting items from expense management to show in our open invoice reports as we filter for attachments. Documents loaded through expense management load into expenses and are not picked up using the attachment filter.

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