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...

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 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...

Hi Kay! Your main options for closing are located under Configuration, Funds in General Ledger. You can set up different closing methods per fund. If you open a fund, you can see you have the option to preserve details after closing. The benefit of selecting to preserve details for your projects is that...

Has anyone set up a new fund and set up a new chart of accounts at the same time? After thinking it through, I think I have to set up the new chart of accounts, where all the gl account numbers are all completely different. Can a new chart of accounts be set up independently from the existing chart of...

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.

My agency purchased the Financial Edge in November 2009 and we implemented Payroll and AP in January. At that time I setup the chart of accounts as follows xx-xxxxx-xx Fund-Code-Department. We have 6 departments. I setup the income and expense accounts in each department. Most of the balance sheet accounts...

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'm interested to see how other organizations set up their chart of accounts. I'm fairly new to this position and inherited a COA the size of Texas (I'm in Ohio!). We want to capture income/expense by department. We have appoximately 15 departments and the COA is set up so each account (e...