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Hello,
I'm really hoping that I can start a discussion and find some other organizations that are using the same software as we are. I work for the foundation of a Community College, and we currently have the Raiser's Edge as well as the Financial Edge (which is operated by our finance department). We do have them integrated, but there are a few things that aren't clear to us. I'll try to include an example here: (this is what we would like to have it set up as)
Campaign: Manitoba Institute of Culinary Arts
Fund: Teaching Kitchen
Appeal: Gala Dinner (all proceeds to the Teaching kitchen)
Currently, it seems that in order to be recorded properly in the G/L in Financial Edge, it has to be recorded as its own fund, when really it should be an appeal (the ask, the how), which is then designated to the teaching kitchen fund. We also want it to be an appeal so we can use the Attributes/Expenses for the event. (We do not have the events optional module).
I'm very sure that we MUST be missing some vital information, as this must be something that many organizations want to do. We would very much appreciate any input or direction any of you could lend us.
Thank you!!
April Archambault, Assiniboine Community College, Brandon, Manitoba Canada.
We recently purchased FE and they had us put are appeals in at Transaction Codes (T-Codes). Since we are new, I can't tell you the pros and cons yet.