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Do you run the same saved reports and queries daily, weekly, or monthly? Save yourself time by adding links to them on your Home page. This simple process will help streamline your regular tasks by accessing common FE reports and queries, websites, or...
A list of procedures and rules can improve your data's consistency and quality, and save you time and effort when entering data, preparing reports, and reconciling. I recommend compiling the procedures and rules to create a policies and procedures...
Do you run the same reports and queries everyday or every week? Would you like to hire an assistant to just run these reports so you can focus on more important things? FE has your assistant waiting. Please meet Ms. Accounting Queue: Ms. Queue is proficient...
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. The Transaction Business...
Do you ever notice your workstation task manager shows The Financial Edge is not responding? Just because it shows not responding on your workstation doesn't mean that FE has stopped working. Many times the process is still running on the server....
When you purchase an item using credit or on account, you enter into a contract and agree to pay off the balance by a specific date, which is usually set by the vendor. Sometimes you even get a discount if you pay the balance early. I'm sure you're...
Have you ever looked through the 160 standard reports available in FE? Well even if you haven't the number is quite impressive, but how do you know which report to use ? Here are some tips to help you figure it out: Determine what information you...
In my last Make it Feel Like Home post, I talked about changing the display name of fields to match the language of your organization. Well, I thought the ability to require or hide fields would be a good follow up. Making a field required ensures the...
What's in a field name? That which we call department by any other name would still report the same. OK, so I am not Shakespeare. If you are tired of continually translating field names on reports and records for coworkers because the names do not...
I decided to share a cool wildcard trick with you guys today for searching records or creating queries. Then I found this topic already on the User's Edge blog, so I figured why reinvent the wheel. Check out the Wild, Wild Cards post, it's one...
If you need to void a payment because [ insert your reason here ], there is no need to worry as long as the payment has not been reconciled. Reconciled payments cannot be changed or voided. If the payment is reconciled, create a bank adjustment or manual...
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...
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...
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...
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...
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