In your report on the Format tab under Sort, do you have the box checked to "print a separate statement for each project"? That feature is basically asking the system to run the report once for each Project in the report. So, as a test, you can filter the entire report by one project and run...

Join us on Thursday, June 24 from 2:00 to 3:30 p.m. ET for the General Ledger End-of-Year Support Roundtable . William McGuire, Financial Edge Product Lead, will review the end-of-year process, including closing the fiscal year (pre-close, soft close, and hard close), creating a new fiscal year, and...

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 hard closed a prior year after six years? Does anyone know if we will encounter any problems if we perform a hard close of year 2002 in 2009? Any warnings or suggestions on how to proceed would be appreciated. (Our organization has always soft-closed each month to prevent recording in a previous...

Is is possible to seperate the current year Accounts Receiveables from prior year Accounts Receiveables not collected yet? On the General Ledger all of our AR show in one account. My boss would like for student billing accounts that have balances from the past school year to show under a different general...

Does anyone know the specifics of entering a transaction so that it is entered into the 13th period in G/L?? I know we can set up the process to use with accruals and year end entries, but I can't see anything in the documentation that specifies how to actually enter the transaction. Any ideas??...

Hi, We are new to FE and are getting ready to close our first Fiscal Year. We want to do a soft close at first and then when the auditors are done, a hard close. I am NOT a financial person. I'm the IT guru so go easy on me. I have not RTFM yet, on my to-do list and we do have some consulting time...

Does anyone use the soft close function? I am in my second month using Blackbaud and the month end close process is giving me trouble. For example: Yesterday I gave my financial presentation for January to the Board of Trustees. Today someone entered several student billing transactions with a 1/24/05...