Capability of inserting rows in journal entry.
I would like for this functionality to be added as it would make journal entry a lot easier. Being able to keep journal entry sets together helps with reconciliation and being able to make sure my debits and credits are in balance within the entry set. The way it is set up now doesn't allow for this, as we are only able to add additional lines at the top and everything pushes down. So if I have a payroll entry numbered 1 thru 5 and then add additional payroll entries (6 thru 15) and I realize I missed recording overtime on the entry number 1 thru 5, I would like to be able to go and insert line 6 and add the missing information and the numbering for the other entries to renumbered instead of the missing entry being line 16!
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- Oct 15 2021
- Implemented
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In NXT, have the ability to insert a row/line between existing lines
Merged The ability to make edits to an existing batch by inserting lines/rows should be standard. It's a feature currently in the database/legacy view. If a user has updates to make to an existing batch, having to delete existing lines to have the flow o...1 Implemented
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Adding a line anywhere to a journal entry
Merged Currently when you add a line to a manual journal entry in FE NXT, the line goes to the bottom of the journal entry and you cannot add a line wherever you want in the journal entry like the FE database will let you. When I want to copy an entry an...13 Implemented
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Ability to insert a line in a journal entry. NXT adds the line at the end. FE allows you to insert where you choose in the je
Merged No description provided2 Implemented
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move lines in Journal entry
Merged It would be nice to be able to move lines around in JE. or inserting a line above or below where you actually want it. Not at the bottom.0 Implemented
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Option to insert a row within a journal entry
Merged It would helpful to be able to insert a line at any point throughout a journal. We want to keep like items together and if we miss a line or have to add it later it wont be in order if we only get to add it to the end of the journal.3 Implemented
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Need ability to insert a row in journal entry or move it up from the bottom
Merged When writing journal entries it is very helpful to be able to group certain sections of it together so you can visually see the debits and the credits that are related near each other. In the database view you can insert a row just like you would ...2 Implemented
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Ability to add lines in any part of the journal entry
Merged When I click add line, it always adds the line to the bottom of the journal entry. It would be nice to be able to add a line in between two lines when editing a copied batch and even be able to change the location of different lines.0 Implemented
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Adding blank lines in between existing lines in JE
Merged It would be helpful if I can add a blank line in between existing lines in JE like how it can be done in Database View. Now I can only add new lines at end of JE.0 Implemented
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FE NXT Inserting a line in a Journal Entry
Merged One thing about database view in Financial Edge that has been incredibly convenient is the ability to add a line wherever I want in a journal entry. In NXT, a new line can only be added to the bottom of the journal entry. The problem with this is ...2 Implemented
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Enhancement to Journal Entry Batches - Insert or duplicate row in the middle of the the batch
Merged Every month we enter a lot of journal entry transactions and we have specific batches we copy and re-use. However, there are instances where we have to edit the copied batch and insert a row in the middle of the batch, but nxt doesn't allow us to ...1 Implemented
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Insert Line(s) in creating a Journal
Merged Currently a line cannot be inserted in a journal entry in NXT, the option is still available in the database. We need to group journal entries by project ID. If a line needs to be added to the JE for a Project the only option available s to add it...1 Implemented
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Need to be able to add "lines" in between when doing JE
Merged Database used to allow user to add "lines" in between when doing JE, but NXT web base doesn't have this feature. Its very inconvenient to do JE without the feature of adding lines in between.0 Implemented
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Insert Lines In Journal Entry
Merged We need the ability to insert lines in a journal entry. Sometimes we don't want a new line to be at the bottom, which is the only option in NXT at the moment. This was an option in database view, and it was very helpful. If we can't insert lines w...26 Implemented
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Reorder Lines When Editing Journal Entry
Merged When you duplicate a line it is automatically added to the end of the batch. In FE a new line can be inserted anywhere in the batch. It is easier to review a batch if similar lines are together.0 Implemented
Related ideas
Adding the ability to insert lines was a real must for functionality and I do appreciate but now we need the ability to copy several lines and paste either into the inserted lines or at the bottom of the batch back too. This was an ability we had in the Database mode, which somehow didn't get moved to Web-view. Now when you duplicate a line it goes right underneath the one you are duplicating instead of the bottom, so really need copy/paste of previous lines in a batch back.
Love it! This is fantastic. Thank you for hearing us.
Row insertion functionality within journal entries is now fully rolled out and accessible to all customers.
Love it!
I use edit function of journal entries to use the journal entries as recurring entry templates, to build the final result journal entries. Each month the accounts used varies by fund and situational need. Many of the line items stay the same, but not all. The ability to add lines within the EDIT function would be a game changer. I do this process with 50 entries every month. We got the functionality of adding lines where we want, but it doesn't work in the edit process/stage. Please think hard on this one.
Thanks for the update and for working on this. I can't wait for it to be available.
Thanks for reaching out. This feature is being rolled out in waves, with all customers expected to have access by the end of July 2025.
I still do not have this feature as described in this video: https://learn.blackbaud.com/share/asset/view/969?_ga=2.139401779.1416720319.1749231169-153309182.1695050389.
It is great that you will add this functionality to JEs. Also, when you upload a journal entry from an Excel sheet, it does not look in the same order when you open the same journal entry in FENXT. Please consider working on this too!
Very glad this has been moved to planned - hopefully it will be completed soon!
Has anyone else noticed that when you post the transactions aren't in the same order as entered? Lines purposely grouped together in the entry get reordered ...? That needs to be addressed, too!
Extension of the database general ledger journal entry access should be extended until this feature is active in NXT!! when is the estimated time to have this in NXT?
I too would like this feature added back. I suppose you could duplicate all of the lines up to the point where you would like to insert the new row and then delete all of the rows you don't want and then overwrite the one duplicate row with the information that you actually want there. Doesn't seem very efficient to me. I would much rather be able to insert a row where it is needed.
Please consider this functionality ASAP or do not remove it from Database. Blackbaud is degrading functionality through the move to NXT when the features do not move!!!!!!!!!!!!!!!!
I used the insert line feature pretty frequently to organize correcting entries as well as many others to zero accounts out. It is much cleaner to see both the debit and credit entries above/below each other to verify they agree. It would also be useful to globally change partial Journal descriptions to limit time waste so changing each line description individually is not required.
I use the insert line in the journal entry quite frequently.
Wow, I assumed I was being obtuse and couldn't figure out how to rearrange the lines of a JE in NXT. This is such an obvious feature. Being unable to copy a JE from a previous month because it needs a new line inserted at the top is obscene. Not being able to insert new lines into my JE makes me want to insert expletives here. X''[
I like all the features on the older version, YES to the insert rows.
Insert rows within a journal entry - YES!
Please add this feature to NXT.
It is now February 1st, 2024.....I'm trying to add a row in the middle of my NXT journal entry and it's still not possible. It keeps putting it at the bottom of the journal entry. How is this possible? Does Blackbaud read, or even care about, these??? Sincerely, Disappointed.