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The Long or the Short of It: Export the Description You Want
Over the past few years, many of you have requested the ability to export either the short or long description for table entries. Well, I am happy to announce that your wish has been granted in FE version 7.77, due out later this year. With this release...
The Ledger Lowdown: Cut Down on Account Budget Entry Time
A common question you've been asking the past month is how to import budgets, so I thought it would be a good topic to cover here. In order to import a budget, you must have the optional module Budget Management . As you know, the first thing I always...
New Transaction Business Rules
I wanted to share another great new feature with you guys that will be implemented in FE 7.77! This one will help if you find inconsistencies in your data that could cause reconciliation issues, such as transaction dates not matching post dates or transactions...
The Ledger Lowdown: Sort Your Allocations
This is a short post, but a great one if you use Allocation Management and find it hard to find projects or accounts in your allocation pool. Beginning in FE version 7.77, due out later this year, you will be able to sort the allocation pool grid. The...
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 ....
Customize Columns
If you are frustrated by looking at columns on records and wishing there was a way to remove them, your wish has been granted. Well, it has been granted in some areas including the Activity tab of records, Student Billing Detail tab of payments, the Line...
The Ledger Lowdown: Keep your VCO Up-to-Date
Everyone hates out of balance reports . One of the common causes is missing accounts. When you create a new account in General Ledger, you need to update your VCO to ensure the account will be included on reports. OK, so you're probably thinking,...
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...
The Ledger Lowdown: Avoid Errors When Adding New Accounts
Error: All segments must have valid values! I'm sure this is an error all of you have see at least once in your General Ledger lifetime. Instead of throwing up your hands when you get this error, follow these steps to fix it and prevent another error...
The Ledger Lowdown: Get it in Balance
Hey blog readers! Nothing is more frustrating when you run your Balance Sheet and the bottom line is out-of-balance . So here you are with an out of balance Balance Sheet that you need to have to your board in an hour, or, even worse, an hour ago. What...