At some point we all need a report that lists account numbers with specific information. The specific information is what you guys commonly call us about. Most of these questions are answered by creating the General Ledger Report, which allows for flexible formatting and filtering providing detailed...

Everyone hates out of balance reports . One of the common causes is missing accounts. When you create a new account in General Ledger, you need to update your VCO to ensure the account will be included on reports. OK, so you're probably thinking, "shouldn't FE do this for me?" Well...

I was wondering if anyone knows how to track pledge fulfillment in RE. I want to be able to report on what % of pledged gifts are receiving their payments in a timely manner for our YE analysis. Any help would be appreciated! Karla Wiese Director of Annual Giving De La Salle High School

Are you trying to run your Federal I-9 form or the State New Hire Reports and can't find the State and Federal Tax Report option in Mail? Don't worry; it is probably your security rights. Since this report can contain personal information, such as social security numbers, we have added an additional...

Do you ever wonder what the transaction Reference column on the General Ledger Report or Post Report means? If you do, then this post is for you! The Reference, also known as journal reference, is created when you post from subsidiary ledgers (AP, AR, FA, CR, SB, and PY) or in detail from The Raiser's...

Hey blog readers! Nothing is more frustrating when you run your Balance Sheet and the bottom line is out-of-balance . So here you are with an out of balance Balance Sheet that you need to have to your board in an hour, or, even worse, an hour ago. What should you do? Well, the first thing is don't...

As a Product Lead, I constantly encounter different user scenarios and situations with how the software works, or how to perform a specific task. More often than not, I end up asking myself, "How does The Financial Edge help our clients with their business processes? Do they create processes around...

Do you ever have trouble keeping track of birthdays for friends and family? If you are anything like me, the answer is yes. Fortunately, with the latest release of The Financial Edge a new report has been added that allows us to generate a directory of all of your organization's employees and the...

A number of clients have approached me about using The Financial Edge (FE) to produce forms, such as the 990 or T3010A. Their previous systems required several exports to Excel, and from a quick look at FE, it appeared they'd be taking the same steps again. FE currently won't produce those forms...

Seeing an excited CFO, a rarity generally speaking, tells me I've done something right. Whether it's providing timely reports, managing work flow, easing reconciling or auditing, a dashboard is a simple solution to a variety of issues. Due to such reactions I find myself spreading the word to...