We sent departmental heads detail general ledgers which included budgets. Other reports included financials in order for departments to prepare for board meetings and various cabinet meetings. Teachers and staff also received various ledgers which tracked expenses by project codes and acitivty accounts...

We now our web-hosted and in the past I used the queue to send departmental reports via email on a scheduled time. With the Web-Hosted envirnoment and the Citrix server the queue reports cannot be supported via email. I am looking to see how other schools are handling the large volumn of reports to end...

Join us July 20 from 2:00 to 3:30 p.m. ET to break the myth that reconciliation is a complicated, unattainable task. Caroline Howell, Financial Edge Product Lead, will discuss the reconciliation process, best practices, and troubleshooting out-of-balance issues. You'll also have a question and answer...

Join us on Tuesday, June 29 from 2:00 to 3:00 p.m. ET for the General Ledger End-of-Year Support Roundtable . Josh Grabia, Financial Solutions Support Specialist, will review the end-of-year process, including adding a new year, locking periods, year-end processing, and more. You'll also have a chance...

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...

Here are the topics for the February 16 Roundtable: Preparing students for schedule: Mark for Reenrollment Creating the academic year, sessions and terms Creating Events on the scheduling calendar and entering holidays Creating Patterns, Cycles & Timetables Creating Class restrictions and copying...

Would love to discuss the easiest, fastest way to reconcile RE to FE (we are integrated) specifically what reports to use and how.

On January 22 at 2:00 p.m. ET and again on January 29 at 2:00 p.m. ET, join Raiser's Edge Product Support Leads Laurel Kenerson and Jennifer Murphy for our new Support Roundtable, The Raiser’s Edge Open Forum . Topics will be determined based On your suggestions. Let us know what you'd like us...

Over the next few weeks, we're holding Support Roundtables each Tuesday from 2:00 - 3:30 p.m. ET to answer the top 5 questions we've received from the previous week. Join Willow Schultz and Nate Hall, Education Solutions Product Support Leads, as they cover those topics, then open the floor to...

On Friday, January 8 from 2:00 - 4:00 p.m. ET, we are having another Payroll End-of-Year Support Roundtable session. Josh Grabia, a Financial Edge Support Specialist, will give an overview of the end-of-year process, including running end-of-year reports, creating W-2 forms through Aatrix, and making...