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At present we manage all the income side of our operations through RE - all the gifts go in and are allocated to the appropriate funds. We then have to transalte that data into an excelt spreadsheet which we use to record "other" income such as interest received, and all outgoings such as disbursements.... is there anyone who's using RE for all their accounting or does everyone take the data from RE into a diferent accounting system?
RichardInformation ManagerDevelopment & Alumni RelationsLoughborough Universitywww.lboro.ac.uk/alumni
We use QuickBooks for our accouting system; however, all the numbers match from RE. I generate a Cash Receipts Journal report to reconcile. If you are looking to keep all the information in RE I would think creating records for those other line items would work for income.
I believe you can also use Financial Edge and even set them up to speak to each other.