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Hey blog readers! I found a great post on The Book Bag that I wanted to share with you. If you've liked The Ledger time savers you must check out the Itty Bitty Timesavers post. It lists some great tips and tricks to save you a few seconds here and...
Have you ever had a situation where you need to edit a whole list of records? There are many ways you can do this, from editing each record individually, to global change , to import . But what if what you are trying to accomplish can't be done with...
Ever wonder, "How am I going to get a list of this information?" Oftentimes, you need to pull data from our system, but how can you? These are the times to look to a query. What is a query? Queries retrieve raw data and present it in a list...
A list of procedures and rules can improve your data's consistency and quality, and save you time and effort when entering data, preparing reports, and reconciling. I recommend compiling the procedures and rules to create a policies and procedures...
Do you need to transfer money from one bank account to another in The Financial Edge? Instead of creating the manual journal entries to the cash account and then having to remember them when reconciling, wouldn't it be nice if FE did this for you...
One of the most common query questions we get has to do with the static and dynamic format. Which should you choose? Let me tell you a story that will explain the difference. You have two file clerks in the office: Static and Dynamic. You ask them both...
"Oh man, I didn’t mean to print that !" Have you ever said that when you validate or post and the report prints? Would you rather see it on your screen instead of wasting paper? Well, you can and it’s easy! Simply select Tools, Options from...
Each month we keep track of the top questions you ask. This FAQs list includes GL, AP, AR, CR, FA, and general FE questions. To see the FAQs broken out by individual module, review The Financial Edge FAQs on our website. Here are the top FE questions...
Do you ever notice your workstation task manager shows The Financial Edge is not responding? Just because it shows not responding on your workstation doesn't mean that FE has stopped working. Many times the process is still running on the server....
Each month we keep track of the top questions you ask. This FAQs list includes GL, AP, AR, CR, FA, and general FE questions. To see the FAQs broken out by individual module, review The Financial Edge FAQs on our website. Here are the top FE questions...
Have you ever needed to distribute to multiple projects? This is something you can easily do in FE for projects, classes, transaction codes, or transaction attributes. I'm going to call these transaction characteristics. Here's how. On the GL...
Do you ever feel out of the loop? Signing up for Support Newsletters is a great way to stay in touch! A quick scan of each issue can answer common product questions, keep you up to date on Blackbaud closings and alert you to other important information...