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The Ledger Lowdown (
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In the Simplify Your January post, I covered how to review and correct your 1099 information. Once you've made all of your corrections, printed test 1099s to verify all information, and you have defined your organization's Federal Identification...
Do you ever wonder how many vendors were paid more than X dollars over a specific date range or perhaps you need this information for your board of directors? Whatever the need, you can easily get this information by creating a query. Here's how:...
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...
When you view the Activity tab of an account, grant or project record, do you have to select the fiscal year each time? Save yourself a step by defining a default fiscal year. Here's how: Select Tools, Options from the menu bar. Select the Records...
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...
As 2008 quickly comes to a close, make sure you are prepared for next year by creating your 2009 fiscal year today. This will ensure a smooth transition from one year to the next without interrupting data entry. Here's how: In Configuration, click...
I'm sure all of you know that the end-of-year is almost here and tax season is right around the corner. Yeah ?? What would you say if I told you there's a way to prevent the month-long headache and limit your stress in January? (Now you know I...
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...
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...
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...
Printing checks is an integral part of any organization and they should look professional. It almost seems a waste to order pretty checks just to have them print slightly off, which would drive me mad (I'm a stickler for little things like that)....
You check printing day is going great. Everything balances so you click Create Now and then it happens... Error: Invalid starting check number. AARGGHHH! Even though the error states the starting check number is invalid you know the number is, so what...
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...
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