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audit (RSS)
  • Gift processing - how to process a reimbursement check

    We recently held an event that coincided with a local conference. Conference participants were given the option of adding $X dollars to their conference registration for tickets to a panel discussion later that evening. As opposed to the Association using that money to buy tickets (which, to me, would...
    Posted to Forum by Dan Rodriguez on 12-13-2011
  • Re: Tickler System

    Yunis - In a previous posting, I listed all the audit queries I run on a weekly, monthly and quarterly, It was posted on 6-19-2010 and was titled Re: Best Practice for database cleansing You might want to search for this for more information.
    Posted to Forum by Gina Gerhard on 10-11-2011
  • Re: Tickler System

    Yunis, I run some audit queries each month to see who is working in the database, and in these I review staffs data entry for our entry standards. I also review the tables in RE for new entries which are on the bottom of the table until I sort them. I have a constituent search query that all staff use...
    Posted to Forum by Karen H. Hartt on 10-11-2011
  • Re: RE Data Hygiene\Audit

    One additional strategy that I use is to actually throw out extra data when doing a large mailing list, so that you can review data here as well. For example, I do not exclude the "No Valid Address" records but keep them in the query. Then I export out the No Valid Address field, as well as...
    Posted to Forum by Gina Gerhard on 10-11-2011
  • Graduation Course/Credit Audit

    Greetings, Looking for best practices regarding how your school uses Education Edge to audit students credits/courses toward graduation. Many Thanks! Steve
    Posted to Forum by Stephen Stewart on 02-04-2011
  • auditor comment - get rid of fund accounting

    our auditor has suggested that my life will be much easier if i consolidate all my various Blackbaud funds (operating, plant, temp and endowment) into one single fund. another colleague told me that he has done this at his school and it's been very difficult to manage. any thoughts?
    Posted to Forum by Joanne Manning on 01-29-2010
  • Re: Creating an Action on Save

    Absolutely. This is a straight forward task. Using the VBA module you would capture the values before the record is opened and then on saving the record you would compare the values to those when the record was opened and record any change. This is common where you want to keep an audit trail of changes...
    Posted to Forum by David Zeidman on 05-07-2008
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