Shared Client Documents

Sample Import File for Tracking Credit Card Charges

Jennifer Maroney — Mon, 19 Oct 2009 12:45:58 GMT

Here is a sample import file to import individual credit card charges submitted by Patty Randol of Crow Canyon Archaeological Center.

Cash flow projection worksheet

Donald Frink — Tue, 22 Sep 2009 14:01:00 GMT

12 Month cash flow projections with summary worksheet and detail worksheets

Business Office/Financial Edge procedure manual

Yvonne Christie — Tue, 27 Jan 2009 19:03:27 GMT

Does anyone have a FE procedure manual they would like to share?

Voucher format for AP Coding

Pam Bamberger — Tue, 28 Oct 2008 19:52:04 GMT

We have recently upgraded our FE version and will begin using both Project and Grant records. Our current Accounts Payable voucher doesn't allow for easy distribution of an invoice to more than one project and grant because of the format.

We need to update our Accounts Payable voucher to include areas to record project and grant distribution amounts. Does anyone have a form or format that will allow entry of multiple coding distributions, yet summarize the information for data-entry? We have one set of people vouchering the forms, and others performing the data-entry.

thanks!

Working with vendor records

Tina Arnoldi — Tue, 30 Sep 2008 15:27:37 GMT

This is a condensed version of Ch. 3 in the AP Records user guide.

I pulled what we needed from this 30 page chapter into 3 pages and realize it won't work for everyone, but hopefully it helps some people.

Accounting Policies and Procedures Manual Document

Katie Infinger — Mon, 18 Feb 2008 12:49:39 GMT

Previously shared by The Shipley School on May 10, 2005

Student Billing Guidelines Document

Katie Infinger — Mon, 18 Feb 2008 12:48:46 GMT

Previously shared by The Shipley School on May 10, 2005

Quarterly Payroll Tax Report Procedures Document

Katie Infinger — Mon, 18 Feb 2008 12:47:32 GMT

Previously shared by Tri-Development Center of Aiken County, Inc. on March 7, 2007

Chart of Accounts Document

Katie Infinger — Mon, 18 Feb 2008 12:45:54 GMT

Previously shared by Renfrew Educational Services on January 9, 2007

School Chart of Accounts Document

Katie Infinger — Mon, 18 Feb 2008 12:44:48 GMT

Previously shared by Martin Methodist College on April 11, 2007

Cash Reconciliation Process Document

Katie Infinger — Mon, 18 Feb 2008 12:43:32 GMT

Previously shared by YMCA of Metropolitan Minneapolis Association Services on May 21, 2007

Sample Budget Import File and Screenshots

Katie Infinger — Mon, 18 Feb 2008 12:42:25 GMT

Previously shared by Christ Church Episcopal School on November 16, 2007

Corporate Credit Card Policy Document

Katie Infinger — Mon, 18 Feb 2008 12:40:57 GMT

Previously shared by Lutheran Family Services in the Carolinas on June 25, 2007