Hello, We have both RE and FE. We've had some staffing changes and there appears not to have been consistent procedures nor definitions created around setting up funds. Most importantly, determining G/L Distributions. Can anyone share their guide on managing the set-up and maintanence of funds, especially...

Hi, Recently, after a budget meeting with our foundation and government relations team, our finance office decided to change all of our funds/account numbers in their system (MIP). The new plan was to have buckets for operating support: one for individual giving, one for membership, one for foundations...

Our Business Office uses an accounting system that does not talk to Raiser's Edge. We have several projects for which we raised money during the current fiscal year 2009, but the projects won't take place until fiscal year 2010 and are part of that year's budget. The Business Office defers...

I'm just wondering how many Funds people have/use? At the moment we have about 10 restricted funds and 1 unrestricted. Whenever we get gifts that go in the restricted funds, we also use Gift Subtype to further break down the restriction if necessary - eg The fund might be a regional office, and then...

I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...

I am searching for information on how someone has set up a procedure for true category justifications and descriptions. We have had various people at various times entering items in "campaigns" for example that obviously do not belong there by today's definition of a campain. The same is...

I am looking for guidance with questions about database architecture. I have been in my position and using the Raiser's Edge for just over a year. I am looking to you, those that have much more experience with this software, to help me determine whether if our way of entering/tracking gifts is the...