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Posting Errors? Check Your Post Dates
If your fiscal year or period has ended, 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...
New Year's Resolutions
We all have a list of things we meant to do last year, but didn't because we were too busy or simply forgot. Start this year off right by making a resolution to take care of your database and utilize Support resources. Here are some ideas for your...
Filter Reports by Multiple Records Without a Query
If you need a last minute report for specific records, don't waste time creating a query. Instead, select multiple records on the fly as you create the report. Here's how: In Reports, open the appropriate report and select the Filters tab. Change...
Need a Reminder?
With everything on our plate these days, we could all use a little help. What would you say if I told you there is an option in FE to create a message that would pop up when anyone opens the specific record? Hopefully you're saying, "WOW that...
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 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...
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...
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...