Join us July 20 from 2:00 to 3:30 p.m. ET to break the myth that reconciliation is a complicated, unattainable task. Caroline Howell, Financial Edge Product Lead, will discuss the reconciliation process, best practices, and troubleshooting out-of-balance issues. You'll also have a question and answer...

We have several checks that were voided that should not have been voided. Some of these checks have already cleared the bank and many more of them have been sent to vendors. Has anyone experienced this? How do you resolve this? My understanding is that we cannot unvoid a check once its been voided. Do...

We reconcile to a figure that not only includes our operating bank account, but also other accounst, including some stock clearing account. In December [our year end] we had one of those accounts report a balance, for which we did not receive the settlement funsds until January. This stock gift was posted...

We are a non-profit legal aid agency and I'm trying to set up a Client Trust (IOLTA) bank account within Blackbaud. We receive money from our clients that go into this trust account. Then we write checks on behalf of our clients to various vendors. We need to keep a separate balance for each client...

If you have the cash management module, how do you use your check register associated with Raisers Edge? Do you post RE to the check register? If so, are you able to reconcile to the bank statement? I’m having a difficult time finding a solution to working with the 3 components below: Raisers Edge [RE...

Hi, For users that use the EFT module to pay vendors, could you please let me know which banks you use. Our bank doesn't do them. Thank you