Allow users to enter negative invoices or credit memos in Expense Management

We would like to allow users to add credit memos or negative amount when entering invoice requests in Expense Management. Currently, they have to have rights to add directly from the vendor record.

  • Melissa Lacy
  • Sep 13 2019
  • Needs review
  • Attach files
  • Tina Donnelly commented
    11 Jan 07:12pm

    I see now that it has been 4 years since this function has been suggested. Any movement on it?


  • Tina Donnelly commented
    11 Jan 07:11pm

    Please allow entering negative amount within an invoice request. need to be able to code credit to other expense codes.

  • Kristy Soular commented
    15 Dec, 2023 05:49pm

    I see this has been open for 4 years, any updates on entering negative amount within an invoice request? We are not asking to enter a Credit, just need to a enter a line item that is negative within an Invoice to be paid. Example - $200 due on an invoice. $300 gets coded to one expense code but the credit of $100 gets coded to another expense (or income) code. It's not allowing a negative $100 on the distribution

  • Guest commented
    25 Oct, 2023 05:21pm

    This is basic functionality that should be included. Please add Blackbaud. Over 100 votes from almost 4 years ago and still no movement from Blackbaud.

  • Sylvia Cook commented
    14 Apr, 2023 12:42pm

    I would also like to add that the tax application should be on a per line basis like it is in Webinvoicing (Webportal). We will direct users to use Webinvoicing for this reason.... entering a negative amount with no tax and a positive amount with tax.

  • Guest commented
    7 Mar, 2022 09:22pm

    Just started using Expense Management, after paying for it, of course, and am already ready to give up. It would be wonderful if there were an approval flow in AP>Invoices so we didn't have to deal with this module at all!!!

  • Amalia Collins commented
    17 Dec, 2021 08:20pm

    Yes, this is an issue for the individuals utilizing the manage expenses. Especially when trying to add the discount amount as in-kind. It is time consuming when an adjustment is required in the database view to record the credit amount.

  • Beckie Osterman commented
    5 Aug, 2021 07:22pm

    We were shocked that Expense Management would not allow us to enter a negative amount. In turn, we have had to create multiple processes to enter invoices.

  • Amanda commented
    14 Jul, 2021 10:09pm

    Im not able to ask my organization to use expense management if I cant have them enter negative amounts or credit memos. Im highly in favor of this request!


  • Sylvia Cook commented
    5 Jul, 2021 05:33pm

    Agree. We have invoice amounts and need to deduct from the total amount (going to different accounts. Webportal handles this.

  • David Vollendorf commented
    8 Apr, 2021 03:50pm

    This was allowed on the FE Web Portal. Why not in FE NXT?

  • Guest commented
    22 Feb, 2021 05:29pm

    I agree.

  • Becky Skelton commented
    21 Apr, 2020 07:21pm

    Yes, we would very much like this feature to be added.

  • Dan Matthews commented
    6 Nov, 2019 06:55pm

    At this time we are not utilizing credit card processing, but would like to enter a credit card statement as a Invoice Request.  If we could input negative line items it would allow us to handle returns on the credit card.

  • Joleen Philbeck commented
    22 Oct, 2019 08:25pm

    This would be an easier way to track credit amounts

  • +47