With everything on our plate these days, we could all use a little help. What would you say if I told you there is an option in FE to create a message that would pop up when anyone opens the specific record? Hopefully you're saying, "WOW that would be awesome! I know just how I can use that...

Each month we keep track of the top questions you ask. This FAQs list includes GL, AP, AR, FA, and general FE or non-product specific questions. To see the FAQs broken out by individual module, review The Financial Edge FAQs on our website. Here is the list of the FE questions for October and September...

Do you remember the last time you changed your Financial Edge password? If you can't, then it's time for a change. For security reasons, you should change your password regularly. Log into The Financial Edge. Select Edit, Change Password from the menu bar. Note: If Change Password is grayed out...

At some point we all need a report that lists account numbers with specific information. The specific information is what you guys commonly call us about. Most of these questions are answered by creating the General Ledger Report, which allows for flexible formatting and filtering providing detailed...

Over the past few years, many of you have requested the ability to export either the short or long description for table entries. Well, I am happy to announce that your wish has been granted in FE version 7.77, due out later this year. With this release, you will have the option to export the long description...

A common question you've been asking the past month is how to import budgets, so I thought it would be a good topic to cover here. In order to import a budget, you must have the optional module Budget Management . As you know, the first thing I always say before performing a global process, importing...

I wanted to share another great new feature with you guys that will be implemented in FE 7.77! This one will help if you find inconsistencies in your data that could cause reconciliation issues, such as transaction dates not matching post dates or transactions posting to the incorrect accounts. When...

This is a short post, but a great one if you use Allocation Management and find it hard to find projects or accounts in your allocation pool. Beginning in FE version 7.77, due out later this year, you will be able to sort the allocation pool grid. The best part is, when you save and close the allocation...

Each month we keep track of the top questions you ask. This FAQs list includes GL, AP, AR, FA, and general FE or non-product specific questions. To see the FAQs broken out by individual module, review The Financial Edge FAQs on our website. Here is the list of the FE questions for August and July. August...

Duplicate query results is extremely frustrating, but are they really duplicates ? When a record appears more than once, it could be that the record meets the query criteria multiple times or the output includes one or more one-to-many fields . The good new is, when you use the query as a filter in reports...