Need to be able to import invoices with a payment method of Credit Card

The Financial Edge Credit Card Management feature is a great step in the right direction, but we really need to be able to import invoices with the Payment Method of Credit Card.  The current import fields don't list Credit card account as a field available to import

  • Sarah Searle
  • Apr 26 2017
  • Future consideration
  • Attach files
  • Jonathan Liu commented
    5 May, 2023 08:20pm

    I need this too! Payment Method = Credit Card no problem, but import fails unless you provide Credit Card Account. But there is no way to tell FE what the Credit Card Account is. Grr!

  • Guest commented
    3 May, 2023 09:04pm

    still not working as you need to identify the credit card account, however that is not a "mappable" filed when doing the import from CSV file

  • Guest commented
    26 Oct, 2022 02:29pm

    We receive the Validation Error: "Credit Card Account" is required when trying to import credit card invoices to FE NXT.
    Please make this feature available. Our company needs to be able to import credit card invoices from the AvidXchange PO system.

  • Sherri Cabler-Carfagno commented
    4 Jan, 2019 08:13pm

    This is a much needed feature.  We currently have to modify every credit card transaction, after import, to change the payment type. 

  • Daniel Draper commented
    13 Dec, 2018 08:53pm

    Apologies for the comment on an old topic, but I'd love for this import feature to be available.  I understand NXT's goal is to import all CC activity through feeds directly from the credit card company, but many of us are already using third party vendors and need a way to integrate the information from other software into NXT.  I am currently having lots of trouble downloading credit card payments to the extent that my only work around is to tell NXT that we are importing bank drafts and assigning a credit card "bank" to these transactions instead of a credit card account.  Obviously not ideal.  If we can import credit card activity (as well as activity with assigned credits) and be able to designate the credit card payment type as well as the credit card account in the import mapping, that would go a long way in streamlining this process.  Thanks so much for your attention on this.

  • Deleted User commented
    21 Nov, 2017 08:02pm

    Hi Shayda & Sarah,

     

    The main reason why we implemented "Credit card" as a payment method in Financial Edge 7 was to support our efforts of building a first-class credit card solution in Financial Edge NXT. NXT allows you to link to your financial institution and pull down a live feed of credit card transactions. We decided to release this limited credit card capability in Financial Edge 7 after speaking with some clients and hearing that there was still value in having this payment method. I'm sorry for the inconvenience and please let us know if you have any additional feedback! Thank you

  • Guest commented
    9 Aug, 2017 07:18pm

    I contacted them and was told that you cannot import using this option, but you can adjust invoices using this option.  Since large companies who use credit cards normally have hundreds of transactions, the inability to import is a huge problem and completely negates the use of the credit card account feature in Blackbaud.

  • Marc Seleman commented
    1 May, 2017 04:14pm

    Have you contacted support for assistance?  Because "Credit Card" is a valid option for that during import.