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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...
List Deleted Transactions
Here is a quickie but a goodie. If you post a transaction in FE and then delete it, the record will remain in the database. This allows you to have a paper trail in subledgers for transactions posted to General Ledger. You can create a transaction query...
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...
Reconciliation Recommendations
At some point we all need to perform the dreaded reconciliation process. It can go smoothly, especially if you reconcile on a regular basis, or can be a headache if you don't reconcile regularly and have inconsistent data entry. Some good news is...
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...
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 ....