Post credits from NXT

When a credit comes back onto a credit card via the linked credit card account feature (due to a refund or something) and is entered and applied by the user in FENXT, one must go into the database view to post the transaction--credits do not post through NXT. It would be great if credits back to linked credit cards could be posted along with all the other credit card purchase transactions in FENXT

  • Lindsay
  • Nov 20 2020
  • Future consideration
Credit Card Management
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  • Julia Petit commented
    November 20, 2020 22:10

    Thanks for the confirmation Lindsay - you are correct. I do agree that this is a good idea - updating back to future consideration. Thanks for helping and for your patience with this.

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  • Lindsay commented
    November 20, 2020 21:44

    Unfortunately that works for charges on the credit card feed but not for credits. Credits can only be posted within the database. We post all the subledgers and all bank accounts in cash management, but credits show up on the GL report still as "unposted cash management transaction" until they get posted via the database. This was confirmed for me today by a customer service chat specialist. If you believe she was incorrect and you have advice for how I can fix this so that they all do post in cash management, please let me know!

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  • Julia Petit commented
    November 20, 2020 21:08

    Thanks so much for your feedback. Credits via the credit card feed are posted in NXT by way of General Ledger > Post Subledgers > And ensuring that Cash Management transactions are posted.

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