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Hey blog readers! I found a great post on The Book Bag that I wanted to share with you. If you've liked The Ledger time savers you must check out the Itty Bitty Timesavers post. It lists some great tips and tricks to save you a few seconds here and...
Do you ever wonder what the transaction Reference column on the General Ledger Report or Post Report means? If you do, then this post is for you! The Reference, also known as journal reference, is created when you post from subsidiary ledgers (AP, AR...
Have you ever had a situation where you need to edit a whole list of records? There are many ways you can do this, from editing each record individually, to global change , to import . But what if what you are trying to accomplish can't be done with...
I am going to share with you one of my favorite tips for importing. It’s called the browse button. This button will give you examples of what the import will take for a particular field. On the Fields tab of the import parameter, highlight an import field...
Ever wonder, "How am I going to get a list of this information?" Oftentimes, you need to pull data from our system, but how can you? These are the times to look to a query. What is a query? Queries retrieve raw data and present it in a list...
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!
Has a new process recently been added to your plate? Are you frustrated because it's easy to get stuck and you're not quite sure of the best way to accomplish this unfamiliar task? Instead, why not acquaint yourself with the new process by signing...
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 need to transfer money from one bank account to another in The Financial Edge? Instead of creating the manual journal entries to the cash account and then having to remember them when reconciling, wouldn't it be nice if FE did this for you...
One of the most common query questions we get has to do with the static and dynamic format. Which should you choose? Let me tell you a story that will explain the difference. You have two file clerks in the office: Static and Dynamic. You ask them both...
"Oh man, I didn’t mean to print that !" Have you ever said that when you validate or post and the report prints? Would you rather see it on your screen instead of wasting paper? Well, you can and it’s easy! Simply select Tools, Options from...
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...
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