Have you ever wanted a record, or a group of records just gone? I mean completely gone. This is something you can do in The Financial Edge. We call it purging records. Why would you want to purge records? There are a variety of reasons. You may need to purge records to make corrections, such as needing...

Do you need to transfer money from one bank account to another in The Financial Edge? Instead of creating the manual journal entries to the cash account and then having to remember them when reconciling, wouldn't it be nice if FE did this for you? Cash Management is here to save the day! Cash Management...

To make sure your bank registers balance to your cash account in GL, there is a business rule that you have to understand so that reconciliations run smoothly. Business rules configure how the database is able to operate according to your business office policy. This important business rule, located...

We are a non-profit legal aid agency and I'm trying to set up a Client Trust (IOLTA) bank account within Blackbaud. We receive money from our clients that go into this trust account. Then we write checks on behalf of our clients to various vendors. We need to keep a separate balance for each client...

A pain point with a lot of our customers with the optional module, Cash Management, is the dreaded bank reconciliation...dunh DUNH DUNH . Here's the thing, this is an easy process when you balance , but can be a huge headache when you don't. For those of you who are new to FE or Cash Management...

If you have the cash management module, how do you use your check register associated with Raisers Edge? Do you post RE to the check register? If so, are you able to reconcile to the bank statement? I’m having a difficult time finding a solution to working with the 3 components below: Raisers Edge [RE...

Hello all, Does anyone know how to change bank account on student billing because we changed bank accounts and all student billing transcation still goes to our old bank acocunt. Please help.

I just noticed that you can print barcodes on checks. Should I start printing them on checks??? Benefit? Thanks! - Angela

Most of the time paying invoices is a simple process: select the invoices to pay and click Print Now; just make sure check stock is in the printer . What do you do if an invoice is not listed for payment? You know the invoice is out there because it's on your list of invoices to pay or your boss...

Hi, For users that use the EFT module to pay vendors, could you please let me know which banks you use. Our bank doesn't do them. Thank you