I can help you with that one! With the budget grid open, select the View menu at the very top and select "Account Description"

I'm new to the Blackbaud software and new to non-profit accounting. Is there anyone willing to explain to me what is the best utilization of Class, Project, and Grant classifications within Blackbaud? Currently class is just showing restricted, unrestricted, temporarily restricted. Projects are sometimes...

Thanks Cayce! I appreciate you getting back to me. I understand your response. It's disappointing, but I understand We'll look into your suggestion about deletion as there may be account codes in our database that were entered, were subsequently never used, and will not be needed. Thank you again...

We're trying to run a query for inactive account codes only (not accounts). Our accounts are set up in 3 segments: fund-department-account code (xx-xx-xxxxxx) plus project codes. The account segments are interchangable, and because of this, there are multiple accounts that have not been used recently...

I'm probably making this more complicated than needed and could use some ideas. Our chart of accounts is set up xx-xxxxxx (fund-acct #). I currently have about 500 "Project IDs" for the various scholarships, campus programs, and other funds. All program funds are expensed to 01-5xxxxx accounts...

Hi Andrew Depending on how you want to report on the new satellite school would depend on how you would set up the new structure. The first suggestion I thought of would be to simply create a new fund or several new funds for the new school. Each fund balances on its own throughout the software and therefore...

Hi Vicky Each fund can have different account numbers. Though all funds pull from the same pool of account codes that have assigned categories, the descriptions of each account can be different per fund. Though each account code has an assigned category (ex: Asset, Liability, etc), the accounts can be...

We are planning to open a K-6 satellite school this fall. We are curious as the best way to set up our account codes for our satellite campus. Any suggestions would be appreciated. Thanks.

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...

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