Importing Transactions to a Batch/Journal Entry AFTER the Batch has been created - FE NXT

The function to import transaction after a batch is created was available in FE Database. Currently, in FE NXT, once a batch is created, lines have to be added manually. This can be extremely time consuming when 100+ additional ines need to be added.

  • Guest
  • Jul 18 2024
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  • Holly Jacques commented
    20 Aug 13:31

    I agree. We need to capabilities to import into existing Journal entries. Our donation post from Raisers Edge can be upwards of 5,000-10,000 lines, to which we need to import any restrictions on our gifts. In database view we can upload these restrictions from a csv file. NXT needs the capabilities of exporting an existing JE, make changes, and then re-load it back into the system.