Hello everyone! We are trying to begin using Raiser's Edge and need to start setting up the funds.  However, in a few months we are also converting to Financial Edge.  Can we start setting up Raiser's Edge first as long as we enter the correct information in the fund record?  Can someone give us some advice?

Arianne,

What you are going to want to do is to make sure the GL debit and credit distribution account numbers are setup correctly for each fund.   This is what will drive your posting to FE. These are located on the GL Distributions tab of the Fund record. You may also want to setup the default Appeals and Campaigns in the Fund record this can limit data entry (if you check the "limit data entry to.." on the Appeal and Campaign) to the entered funds and will help speed data entry and reduce data entry errors.

Lots of work up front but it really saves time in the long haul.