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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: Top Questions for July
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...
Strong Passwords are on the way!
That's right! Beginning with the release of The Financial Edge 7.77 new users in the system will require a strong password when being setup. This requirement will not be changing for existing users, but if a change is made to the existing user in...
Organize Your Queries
Trying to locate the one query amongst dozens or hundreds can feel like finding a needle in a hay stack. If you hate searching through all of your queries, t he answer is in the upcoming release of The Financial Edge version 7.77, due out in Quarter 4...
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: Top Questions for June
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...
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...
The Ledger Lowdown: Before You Close Your Fiscal Year...
For those of you whose fiscal year runs July 1 to June 30, July is probably your fun audit month. Once your audit is complete, there are some things you need to do before actually closing the fiscal year. The process includes creating, printing, and comparing...
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...
Make It Feel Like Home
Would you like The Financial Edge to work more for you as a user? You can define options and preferences to customize the look of screens and establish a wide variety of default values. These settings not only make your workday easier but more efficient...
The Accountability Summary
I know some time has passed since my last post, but I am going to get back into posting and wanted to make my triumphant return with a piece of functionality linking The Raiser's Edge and The Financial Edge together. The Accountability Summary goes...
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...
The Ledger Lowdown: Top Questions for May
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. May How to...
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!
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