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...

Many times vendors are entered into FE twice by accident. This is usually done because a user cannot find a vendor and then assumes that the vendor has never been entered into the system. Fortunately this problem can be resolved easily and quickly. There is an option called Merge Vendors located in Administration...

We have several client attributes that we would like to merge with other, almost identical attributes. Is there any way to do this?

Have you ever had a situation where you need to edit a whole list of records? There are many ways you can do this, from editing each record individually, to global change , to import . But what if what you are trying to accomplish can't be done with global change or import and the task seems too...

I am going to share with you one of my favorite tips for importing. It’s called the browse button. This button will give you examples of what the import will take for a particular field. On the Fields tab of the import parameter, highlight an import field line and then click the Browse button. It’s in...

Ever wonder, "How am I going to get a list of this information?" Oftentimes, you need to pull data from our system, but how can you? These are the times to look to a query. What is a query? Queries retrieve raw data and present it in a list format. It is a grouping tool, not a reporting tool...

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!

Background: We are an organization that provides services to seniors (Meals on Wheels, Adult Day Care, etc). Most of our clients are seniors and their son/daughter is the one that actually receives the invoices and sends in the check (most of the time it is a joint account with the client anyway). Which...

Has a new process recently been added to your plate? Are you frustrated because it's easy to get stuck and you're not quite sure of the best way to accomplish this unfamiliar task? Instead, why not acquaint yourself with the new process by signing up for a distance learning class... (Dreamy clouds...