A new journal entry batch is then created in Financial Edge NXT and displays in the Journal entry batches list of General ledger. When your data has been successfully submitted, a confirmation appears on the bottom right of your screen. Make any necessary corrections and select Submit again.
Some errors with the batch (such as violating a project’s account restriction) may not be highlighted, but they will need to be corrected before you can submit the batch. Where possible, cells with errors are highlighted in red. Once data entry is complete, from the Journal Entry Batch Creator panel, enter a description and select Submit.Īt this point, the data you entered is validated. Also, when you enter a project ID, the project description is populated. Tip: When you enter an account number, the corresponding account description and class are auto-populated.
#Excel add ins store download
This integration enables flexible data entry (in bulk) and saves time, especially when entering similar data.Īfter the download is successful, Financial Edge NXT journal entry batch fields are added to the Microsoft Excel spreadsheet, and the Journal Entry Batch Creator panel displays on the right.
#Excel add ins store install
Once enabled and downloaded, you can start entering transactions in the Excel spreadsheet and then submit it as a new journal entry batch to Financial Edge NXT. You may get Error loading add-in while trying to install SmartCite in Microsoft Word 2016+ from the Store. Tip: After the initial download, each time you want to work with the add-in, select it from Blackbaud in your Microsoft Excel menu ribbon. You only need to download the add-in once. For information, contact your organ ization's administrator.Īfter the author ization is successful, Financial Edge NXT journal entry batch fields are added to the Microsoft Excel spreadsheet, and the Journal Entry Batch Creator panel displays on the right.īecause the Journal Entry Batch Creator add-in accesses your Financial Edge NXT data through the Blackbaud SKY API, everyone at your organ ization - in respect to their security group's rights and permissions - can use it. Your ability to view and select them depends on your permissions. Tip: It's possible for multiple Financial Edge NXT environments to appear on this page. Review the name of your Financial Edge NXT environment, and select Author ize. The add-in Welcome panel appears for you to enter your Blackbaud ID credentials and sign in. In the Home menu ribbon, select Create Journal Entry Batch. Search for "Journal Entry Batch Creator for Financial Edge NXT" and select Add. To download the add-in, from Microsoft Excel's menu ribbon, select Store. You can access and download the add-in here, or use the Excel menu ribbon to access the Microsoft store. You can choose to use the add-in from Microsoft Office 365 or from your desktop version. Note: The Journal Entry Batch Creator add-in only works with Microsoft Office 2016 or higher. You can then download the add-in from Microsoft's Office Store. This integration enables flexible data entry (in bulk) and saves time, especially when entering similar data.Īn administrator must approve the add-in by activating it within the Applications area of Financial Edge NXT. You can use this to enter transactions in a Microsoft Excel spreadsheet which you can then submit as a new journal entry batch to Financial Edge NXT.
The Journal Entry Batch Creator add-in is an application built by Blackbaud and is available in Microsoft's Office Store. These applications securely access your Financial Edge NXT data via the SKY API, so you can do more with your accounting efforts. Look for deeper integration as the products evolve.To extend the functionality of Financial Edge NXT, your organ ization can use additional applications created by Blackbaud, providers in the Blackbaud Partner Marketplace, someone at your organ ization, or approved external developers. There could be some interesting use cases around selecting rows. Now, in the spreadsheet open in the Excel app, select a row, then go to the Flow pane and you will see the new Flow. Now, if we log into, we see the new Flow has been created: Note we can add the row selected of the spreadsheet: Enter the email details such who to send it to and the title and body. We will send an email notification for the selected record. Select the spreadsheet OneDrive for Business location and click New Step: Click the + on the top right to create a Flow: Note the permissions requested and click Accept: Now, open the spreadsheet again and on the Flow pane, sign in:
Save the spreadsheet and upload it to OneDrive for Business. Let’s create a new spreadsheet, Customers, with a column for the Customers, and we will make this selection a table by highlighting then selecting Table from Insert->Table.
#Excel add ins store how to
In this post, we will look at how to install and use the Microsoft Flow Add-In for Excel.įirst, open Excel and go to Office Add-Ins, then select Microsoft Flow for Excel (Preview).
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