I feel like I should know the answer to this, however... I have recently set up another database/company within Blackbaud Financial Edge. Our main company is a 501c6, and we also run a 501c3. Do I want to use the same account numbers from our main company for our c3 when accounts repeat? For example...

Have you ever wondered whether you should use a Due-to/Due-from account or a Transfer account? Well, that I cannot tell you. However, what I can tell you is the difference between the two account types so that you can make a decision as to which one to use. Due-to/Due-from accounts are similar to liability...

Have you ever needed to distribute to multiple projects? This is something you can easily do in FE for projects, classes, transaction codes, or transaction attributes. I'm going to call these transaction characteristics. Here's how. On the GL Distribution tab of any record, highlight the applicable...

I need to determine which accounts haven't had activity during a certain time period. Is there a way to do this?

When you view the Activity tab of an account, grant or project record, do you have to select the fiscal year each time? Save yourself a step by defining a default fiscal year. Here's how: Select Tools, Options from the menu bar. Select the Records tab. Highlight Account Activity, Grant Activity,...

A common question you've been asking the past month is how to import budgets, so I thought it would be a good topic to cover here. In order to import a budget, you must have the optional module Budget Management . As you know, the first thing I always say before performing a global process, importing...

Is anyone willing to share their chart of accounts in FE? We are taking a look at ours and possibly using segments for a regional office. We'd love to see what others have done. Thanks!

Everyone hates out of balance reports . One of the common causes is missing accounts. When you create a new account in General Ledger, you need to update your Visual Chart Organizer (VCO) to ensure the account will be included on reports. OK, so you're probably thinking, "shouldn't FE do...

Error: All segments must have valid values! I'm sure this is an error all of you have see at least once in your General Ledger lifetime. Instead of throwing up your hands when you get this error, follow these steps to fix it and prevent another error in the process. Verify the account code has been...

I am new to Financial Edge and I have not been able to find how to add sub-accounts to already existing G/L accounts - help!