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Converting FW to FE

Last post 11-25-2009 11:40 AM by Matt Boose. 1 replies.
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  • 11-03-2009 11:23 AM

    • AJ Parise
    • Not Ranked
    • Posts 1
    • Organization: The University of North Florida

    Converting FW to FE

    We're looking to move from FundWare to FE. Does Blackbaud provide support for the conversion process? Does FE allow for system security restrictions based on account masks? Thanks, AJ
  • 11-25-2009 11:40 AM In reply to

    • Matt Boose
    • Not Ranked
    • User Since: 2006
    • Posts 2
    • Organization: Blackbaud, Inc
    • Products:  Accounting for Nonprofits, The Financial Edge

    Re: Converting FW to FE

    Hi AJ,

    Blackbaud's Professional Services department can provide assistance with the conversion from FundWare to The Financial Edge.  Please contact your account executive for more information.

    There is a lot of flexibility in The Financial Edge when assigning account security to users.  You have 4 options for selecting what type of account security you would like to assign as seen below:

    Account Security 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    If you use one of the "Selected Access" options, you then can choose from either Query, Range, or Selected as shown below.  "Query" allows you to use criteria to group together accounts in a variety of ways (Fund or Dept, for example).  "Range" allows you to enter a range of account numbers.  "Selected" allows you to enter specific account numbers.

    Account Security 2

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    This same type of security can also be done for Projects on the Project Security tab.

     

    I hope this information helps,

     

    Thanks,

    Matt Boose

    Blackbaud FundWare

    Matt.Boose@blackbaud.com    http://www.blackbaud.com/

     

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