As 2008 quickly comes to a close, make sure you are prepared for next year by creating your 2009 fiscal year today. This will ensure a smooth transition from one year to the next without interrupting data entry. Here's how: In Configuration, click Fiscal Years and then New Fiscal Year. Enter a unique...

Everyone hates out of balance reports . One of the common causes is missing accounts. When you create a new account in General Ledger, you need to update your VCO to ensure the account will be included on reports. OK, so you're probably thinking, "shouldn't FE do this for me?" Well...

For those of you whose fiscal year runs July 1 to June 30, July is probably your fun audit month. Once your audit is complete, there are some things you need to do before actually closing the fiscal year. The process includes creating, printing, and comparing the Trial Balance, Income Statement, Balance...

I know some time has passed since my last post, but I am going to get back into posting and wanted to make my triumphant return with a piece of functionality linking The Raiser's Edge and The Financial Edge together. The Accountability Summary goes beyond the posting of gifts to General Ledger, and...

Error: All segments must have valid values! I'm sure this is an error all of you have see at least once in your General Ledger lifetime. Instead of throwing up your hands when you get this error, follow these steps to fix it and prevent another error in the process. Verify the account code has been...

Do you ever wonder what the transaction Reference column on the General Ledger Report or Post Report means? If you do, then this post is for you! The Reference, also known as journal reference, is created when you post from subsidiary ledgers (AP, AR, FA, CR, SB, and PY) or in detail from The Raiser's...

Hey blog readers! Nothing is more frustrating when you run your Balance Sheet and the bottom line is out-of-balance . So here you are with an out of balance Balance Sheet that you need to have to your board in an hour, or, even worse, an hour ago. What should you do? Well, the first thing is don't...