How can I enter more than one description on invoices? For example - if I am entering an expense report reimbursement - I can use this as the main description - but when I go to the distribution tab and start entering lines of expenses - I can't enter a description for each line. E.G. - one line might be for a meal with a client, one line might be for lodging expenses, one line might be for mileage reimbursement - etc. - but there is no where to write this?

Hi Dana, I think you can use "Attributes" feature of FE to achieve desired requirement. 1. In GL->Configuration add a new Transaction Attribute called "Description". 2. If you have some predefined expenses then you can use table type attribute. If you want to type Text yourself then set Type as "Text". 3. Keep this attribute as "Not required" and "Not Unique" so this will not affect other transactions and use only on Invoices. Hope this helps! If you have any other question or queries you can contact me off the forum at [Email Removed]! Sincerely, Dinesh --------------------------------- Greytrix Blackbaud Development Partner [Email Removed] --------------------------------------------- Greytrix It's time to think outside the box Blackbaud Development Partner www.greytrix.com

That would not work. From my understanding - attributes in GL only apply to GL. I could set up such an attribute in accounts payable - but it is still associated with the "invoice" as a whole - and not each distribution line. For example, if I have a $100 expense reimbursement, and 25.00 was for mileage, 25.00 for meals, 25.00 for client entertainment, and 25.00 for taxis - I can't put all those different descriptions in. Using notes, attributes, or annotations - the notes attached to the invoice as a whole - not each particular line. Another good example is a Kinkos invoice. We get one large invoice at the end of the month - with each "job" listed on it. I can only put one description in -I can't use separate lines to distribute to accounts, and have a different description per distribution line. My only option is to enter each "separate" charge on an invoice as a separate invoice in FE.

Dear Dana, I think I understood your need earlier too and I think the solution we offered should be helpful to you. Let me try to explain it further: Attributes you define in AP are applicable to the entire invoice; you can enter these attributes on attributes tab which is second last tab (Before Notes tab). However the Transaction attributes defined in GL can be used on individual distribution lines of AP Invoice. When you are in Distribution tab; you can select any Distribution line and Click on Attribute button at bottom of Distribution tab. It is 4th button (Next to Distribute Evenly button). This way you can enter attribute value (Or we can say description) on every distribution line. I hope this information helps to solve the problem (if I am getting it right) otherwise you can mail me at [Email Removed] I would be more then happy to give you a document with screen shots to set it up exactly in Blackbaud. Sincerely, Dinesh --------------------------------------- Greytrix Blackbaud Development Partner [Email Removed] ---------------------------------------

When you use the G/L attribute method, does the description in the attribute appear in the General Ledger report? Ann-- [Email Removed]

Dear Ann, These distribution entries are actually general ledger transactions, so when you post the batch from AP they are transferred to GL. I am not sure which report you are referring but any report which supports GL transaction attributes can display/print this attribute as well. You can also use these attributes on custom queries and exports like any other transaction attributes. Sincerely, Dinesh --------------------------------------- Greytrix Blackb