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How Long Has It Been Since You Changed Your Password?
Do you remember the last time you changed your Financial Edge password? If you can't, then it's time for a change. For security reasons, you should change your password regularly. Log into The Financial Edge. Select Edit, Change Password from...
The Ledger Lowdown: Top Questions for August
Each month we keep track of the top questions you ask. This FAQs list includes GL, AP, AR, FA, and general FE or non-product specific questions. To see the FAQs broken out by individual module, review The Financial Edge FAQs on our website. Here is the...
Seeing Double in a Query?
Duplicate query results is extremely frustrating, but are they really duplicates ? When a record appears more than once, it could be that the record meets the query criteria multiple times or the output includes one or more one-to-many fields . The good...
End the City Frustration!
No I'm sorry to say I don't have an answer to the gas price crisis, but I do have good news about city names. Do you have slightly different ways of spelling the same city in your database such as North Pleasantville, N Pleasantville, and N ....
The Ledger Lowdown Time Saver: Recurring Invoices
We all have monthly bills to process. Regardless if your organization needs to pay the bills or charge one of your clients, you need to go through the process of manually creating the invoices in AP or AR. Depending on the number of invoices, this process...
The Ledger Lowdown: Pay What Invoice?
Most of the time paying invoices is a simple process: select the invoices to pay and click Print Now; just make sure check stock is in the printer . What do you do if an invoice is not listed for payment? You know the invoice is out there because it's...
Posting Errors? Check Your Post Dates
If your fiscal year ended June 30, you may suddenly start receiving errors such as Period Closed or Period Not Found when posting to General Ledger. These errors happen when transactions post to a hard-closed, soft-closed, or an undefined fiscal year...
Where's Waldo's Transaction?
Have you ever found yourself in a situation where you're looking for a transaction but it's missing from the Activity tab of the record? You know the charge exists because you're the one that added it or you've seen it before, but where...
Help for Error Headaches!
Are you getting an error and don't know what to do? I found this great post in The User's Edge blog that I wanted to share with you. Check out Sarah's Shortcuts: Lions, tigers, and errors, oh my! Talk to you soon!
Journal References Are Supposed to Mean Something?
Do you ever wonder what the transaction Reference column on the General Ledger Report or Post Report means? If you do, then this post is for you! The Reference, also known as journal reference, is created when you post from subsidiary ledgers (AP, AR...
The Ledger Lowdown: Breaking Bank Reconciliation
Hey blog readers! A pain point with a lot of our customers with the optional module, Cash Management, is the dreaded bank reconciliation...dunh DUNH DUNH . This is an easy process when you balance , but can be a huge headache when you don't. For those...
The Ledger Lowdown: Vendor Tax ID Woes
Hey blog readers! We are often asked why Accounts Payable users are not able to update a vendor tax ID, so I thought this would be a helpful topic to talk about today. Beginning in The Financial Edge version 7.70 we implemented personal information security...