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Student Billing State-of-Mind » The Ledger Lowdown (RSS)
  • The Long or the Short of It: Export the Description You Want

    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...
    Posted to Weblog by Jennifer Maroney on 09-22-2008
  • New Transaction Business Rules

    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...
    Posted to Weblog by Jennifer Maroney on 09-18-2008
  • Seeing Double in a Query?

    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...
    Posted to Weblog by Jennifer Maroney on 08-15-2008
  • End the City Frustration!

    No I'm sorry to say I don't have an answer to the gas price crisis, but I do have good news about city names. Do you have slightly different ways of spelling the same city in your database such as North Pleasantville, N Pleasantville, and N . Pleasantville? Have you steamed "it's all...
    Posted to Weblog by Jennifer Maroney on 08-14-2008
  • Customize Columns

    If you are frustrated by looking at columns on records and wishing there was a way to remove them, your wish has been granted. Well, it has been granted in some areas including the Activity tab of records, Student Billing Detail tab of payments, the Line Items tab of an Invoice, and the Reports Page...
    Posted to Weblog by Jennifer Maroney on 08-11-2008
  • Student Billing State-of-Mind Time Saver: Enter Charges and Payments Fast!er

    I wanted to share with you a little known, and extremely under utilized, feature in Student Billing that can save you hours of charge and payment data entry time. It's called Fast! . Using Fast! allows you to quickly enter a large number of charges or payments at one time using a customized datasheet...
    Posted to Weblog by Jennifer Maroney on 07-24-2008
  • Organize Your Queries

    Trying to locate the one query amongst dozens or hundreds can feel like finding a needle in a hay stack. If you hate searching through all of your queries, t he answer is in the upcoming release of The Financial Edge version 7.77, due out in Quarter 4. After updating, you can create categories, or directories...
    Posted to Weblog by Jennifer Maroney on 07-16-2008
  • Make it Feel Like Home

    Do you run the same saved reports and queries daily, weekly, or monthly? Save yourself time by adding links to them on your Home page. This simple process will help streamline your regular tasks by accessing common FE reports and queries, websites, or non-Blackbaud products, such as Word or Excel, from...
    Posted to Weblog by Jennifer Maroney on 07-14-2008
  • Posting Errors? Check Your Post Dates

    If your fiscal year ended June 30, you may suddenly start receiving errors such as Period Closed or Period Not Found when posting to General Ledger. These errors happen when transactions post to a hard-closed, soft-closed, or an undefined fiscal year. To resolve the error: Review the Batch Validation...
    Posted to Weblog by Jennifer Maroney on 07-02-2008
  • Make It Feel Like Home

    Would you like The Financial Edge to work more for you as a user? You can define options and preferences to customize the look of screens and establish a wide variety of default values. These settings not only make your workday easier but more efficient. But wait, there's more...your options follow...
    Posted to Weblog by Jennifer Maroney on 06-19-2008
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