Use the Blackbaud Financial Edge NXT connector
Use the invoice line workspace to review data supplied for a Blackbaud Financial Edge NXT connection.
Labels can vary
The examples below come from the Blackbaud connector schema. Your company schema may use different labels or show a different configured segment.
Before you start
Open the invoice you need to review and confirm that its line items are available.
Review Blackbaud line data
- Select Invoices in the left navigation.
- Open the invoice you need to review.
- Select Line item view.
- Select Review view or Table view.
- Open the line that needs attention.
- Review the configured matching and coding fields.
- Save any correction before continuing the invoice workflow.
For one Blackbaud connector schema, fields include GL Account, Project, Distribution Splits, Line Total, and Posting Date. These are connector examples, not universal Clerked field names.
What you should see
Saved coding values remain visible in the line workspace. If your linked account has export enabled, Clerked applies the connector's configured checks before it sends an approved invoice or vendor credit to Blackbaud.
If something goes wrong
- If an account or project is unavailable, confirm that the record is active in Blackbaud and ask your Clerked contact to check the connector data.
- If distribution values do not match the invoice line, correct the configured fields before continuing.
- If an export fails, use the customer-facing message to correct the invoice or contact support with the invoice number and full message.