We all wish importing records, especially creating the import file, would be easier. "Wish? Did somebody say wish?" Jambi shouts. Why yes we did Jambi. I wish you could make it easier to create an import file in FE? "Alright then, all the boys and girls at home repeat after me. Meka Leka...

In the Make it Feel Like Home series, we've covered several ways to customize FE to make your job and life easier. Let's continue that theme by adding links to create or open records to your Home page. This is extremely helpful if you often open or create the same types of records. For example...

Here is a quick customization post after a long weekend. When you enter an account number on any type of record in FE, have you noticed there are symbols where you need to enter the account number? These symbols are called placeholders and can be customized. You have the option to display underlines...

This is a quickie, but a goodie if you're not looking for details. In almost every query type, you'll find a Summary section on the Criteria and Output tabs. This section allows you to filter and display summarized information rather than each individual transaction in your query. Summary fields...

If one of your New Year's resolutions is to be more organized or you have mailings to send, this blog's for you! In Mail, you can print customized labels for assets, vendors, clients, employees, and students. In fact, you can also print envelopes, and rolodex and index cards for clients and vendors...

We all have a list of things we meant to do last year, but didn't because we were too busy or simply forgot. Start this year off right by making a resolution to take care of your database and utilize Support resources. Here are some ideas for your work resolution list: Maintain Your Data Create a...

Hey blog readers! I found a great post on The Book Bag that I wanted to share with you. If you've liked The Ledger time savers you must check out the Itty Bitty Timesavers post. It lists some great tips and tricks to save you a few seconds here and there. Remember, a few seconds saved on each task...

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...

Are you getting an error and don't know what to do? I found this great post in The User's Edge blog that I wanted to share with you. Check out Sarah's Shortcuts: Lions, tigers, and errors, oh my! Talk to you soon!

A list of procedures and rules can improve your data's consistency and quality, and save you time and effort when entering data, preparing reports, and reconciling. I recommend compiling the procedures and rules to create a policies and procedures manual , also known as a data entry guide. The manual...