I'm new to the Blackbaud software and new to non-profit accounting. Is there anyone willing to explain to me what is the best utilization of Class, Project, and Grant classifications within Blackbaud? Currently class is just showing restricted, unrestricted, temporarily restricted. Projects are sometimes...

We use the FE exclusion rules in our main pool, but would like to know, at the least, what projects are in fact affected by the exclusions process. How can we report this out either through qery or report? FYI, this would be a good enhancement to the allocation function - to add an option to report out...

what is the best way to manage investments in FE? Right now we use the GL & the allocation module. However, this is not a very good solution. I would imagine that a software dedicated to non-profits would have a pretty sophisticated investments management tool. Something like the Fixed Assets module...

We are currently using the allocation module to allocate income and expenses to endowments at the donor level. We have a problem with large GL entries. With 300 plus donors per endowment a single income or expense entry is 600 lines long. At the current time the GL entries do not post in summary and...

I want to set up my endowed scholarships on FE and be able to allocate the pool of interest to each. Only 80% can be awarded. How are other schools setting this up.

I am running an allocation using the allocation management module. It has been working great for 6 months. However, this month when I added 4 new projects to the list of 450+ projects, these new funds are not receiving allocated income. All 4 have positive ending balances. The allocation is set to run...