Hi, I'm trying to determent which reporting is best to use, if any. I need to track orders that are place. Ideally, when a associate places an order. He/She can make an entry to the system. And when 30 days has past and the order is still outstanding. It suggest the order completion has not met....

In case anyone cares, Blackbaud after a three month plus wait presented us with Patch 19 to correct the problem. [This is after they lived in denial for a month that their program was screwed up.] With only hope - next month I will be able to see if the problem is fixed. Carl

Again Financial Edge fails to deliver. Recurring Invoice Process allows one to place an real number. e.g. 1.5, in as a quantity. It evens allows you to build a product code with as many decimal places as one wishes, but when one generates an invoice with a Recurring Invoice that has such a quantity,...

I have encountered several problems myself in reconciling AP to the GL. I did finally get mine reconciled. Here's some of what I learned: 1. There are two different date fields: an invoice date and a GL post date. I did not initially realize there were two fields and I took over FE from someone leaving...

When I run an open invoice report that includes an invoice that has scheduled payments, the entire remaining balance shows up on the open invoice report, even if future sheduled payments for that payment lie outside of the parameters set up in the general tab. I have attempted to create a query that...

Does anyone else have any issues with the dates on invoices and prior year expenses in one period, and the payments in the next period? This makes reconciliation difficult. Thank you!

I am a new user to Blackbaud still in the development stages of our implementation and we have issues with Blackbaud not providing the tools with which to handle unique AR invoicing issues. I've found one other incident regarding a similar issue on this forum that involves exporting the AR invoice...

Hi Adrian, Unforutnately I disagree with the previous post. We used to use the invoice date as the post date and could NEVER reconcile to the GL as there would always be an invoice being back dated. So now we use "today" as the post date. The only exception to using today as the post date is...

Barb, I download our credit card statement from the website and paste it into an import spreadsheet I've created , put the coding in the appropriate columns in the spreadsheet and save as a csv file and import it directly into the vendor record. That way it shows up in the vendor record as well as...

I have read the 2004 posted forums on how credit card payments are being tracked in Accounts Payable and wonder if any new solutions have been found for this? We make one payment to the Credit Card Co. (Visa), debiting an accrual, then JE the individual charges to the expense accounts on a monthly basis...