If you need a last minute report for specific records, don't waste time creating a query. Instead, select multiple records on the fly as you create the report. Here's how: In Reports, open the appropriate report and select the Filters tab. Change the appropriate Include filter from All to Selected...

Are you trying to run your Federal I-9 form or the State New Hire Reports and can't find the State and Federal Tax Report option in Mail? Don't worry; it is probably your security rights. Since this report can contain personal information, such as social security numbers, we have added an additional...

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...

Do you ever have trouble keeping track of birthdays for friends and family? If you are anything like me, the answer is yes. Fortunately, with the latest release of The Financial Edge a new report has been added that allows us to generate a directory of all of your organization's employees and the...