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The top question asked last month was how to globally add compensation types, attendance information, and events. Since a lot of people are asking this question, I thought it would be a good topic to cover. Globally adding records is a great way to save...
Hey blog readers! We are often asked why Accounts Payable users are not able to update a vendor tax ID, so I thought this would be a helpful topic to talk about today. Beginning in The Financial Edge version 7.70 we implemented personal information security...
Resist the urge to add yet another account segment or code, and instead consider the following: Lifespan Budgeting Equity Retention Transaction Balancing The above points will help you decide which of the following transactional characteristics is appropriate...
I just finished spending 2 days at BBU in The Raiser's Edge Essentials I, which I felt was a great way to get some knowledge of another product under my belt to fill in space between the burger and fries I had for lunch. Ultimately though, the goal...
Recently I decided to create my laptop's workspace. I spent a few moments thinking about my work flow and how I used applications. The process resulted in two folders for documents on the Desktop, a Quick Launch Toolbar with shortcuts to four commonly...
As a Product Lead, I constantly encounter different user scenarios and situations with how the software works, or how to perform a specific task. More often than not, I end up asking myself, "How does The Financial Edge help our clients with their...
Updating The Financial Edge seems to be something that everyone has a different feeling on, so I wanted to put some thoughts out on the table.... Obviously, our goal here in support is to be responsive and get client issues resolved as quickly as possible...
Do you ever have trouble keeping track of birthdays for friends and family? If you are anything like me, the answer is yes. Fortunately, with the latest release of The Financial Edge a new report has been added that allows us to generate a directory of...
The Financial Edge 7.75.259.0000 is available for download from our website. With this new release we have the addition of some great new features in the product, and today specifically I would like to discuss what is new with budgets. We now have the...
Greetings and welcome to The Ledger. As the name implies this is the home of the official blog for The Financial Edge. My name is Daniel, and imagine most of us have worked together at some point during the past 18 months. I actually grew up in Maryland...
Did you print Payroll or AP checks today? Did everything go smoothly? 99% of the time check printing goes off without a hitch. But, that pesky 1% of the time can really put a damper on your day - especially if you are under a time crunch. Believe it or...
A number of clients have approached me about using The Financial Edge (FE) to produce forms, such as the 990 or T3010A. Their previous systems required several exports to Excel, and from a quick look at FE, it appeared they'd be taking the same steps...
Seeing an excited CFO, a rarity generally speaking, tells me I've done something right. Whether it's providing timely reports, managing work flow, easing reconciling or auditing, a dashboard is a simple solution to a variety of issues. Due to...
Hi, I'm Gregory Heath and I'd like to welcome everyone to The Ledger! I'm excited at the opportunity to exchange ideas and interact with the community. A little background on myself. Originally from Maryland, I moved to South Carolina to attend...