Joanne, depending on how many t-codes (grants) you have, you might want to consider creating queries to export those transactions to excel &change the t-code to a project number, then import back to FE so that you have use of the full reporting features of FE.

We have managed it using Transaction Codes. We established a Transaction Code Set - Special Designation and then have multiple entries under this. We use a project to track donations and expenses for our mission work in the Sudan. Much of this funding is designated for specific items (e.g., a school...

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...

We are using Transaction Codes to track expenses at our 3 locations. We're currently using the initials of each location as the Location Code: White Bear Lake = WBL, Lino Lakes = LL, and Spring Lake Park = SLP. If 100% of the expense was incurred at just one location, say Lino Lakes, then the expense...

If you have the Project, Grants, and Endowments optional module, you can use Transaction codes (also called T-codes) to track transactions and maintain fund balances by and across fiscal years. They are similar to attributes, but the information is carried over to the General Ledger. In GL, you can filter...

Can someone please explain how you set up the attributes to carry over from the other modules to the GL? Additionally, has anyone found an efficient method of enterring the data for an attribute? We may need to start using an attribute to tell us if the spending was inside or outside of the US (Yay for...

Hi, Does anybody know about making Transaction Code a required field? Can we make individual TCs required or is does making them required make all 5 TCs required? Plus anybody know how to do that, i.e. make a field required and/or add a default value if none is selected? Thanks, Glen

I've been given the assignment to research the Grant Module, and Transaction Codes for our system (2 features we currently don't use but we are looking into starting to use now that we are receiving some grant funding), and I just want to make sure that what I'm understand is how it works...

In setting up FE, we are hung up on the use of Transaction Codes vs. Attributes. The user guides, knowledge base & previous forum postings have not been helpful. I would appreciate input on how you use transaction codes & attributes in your organization. Thank you in advance for your...

I am new to Financial Edge and I have not been able to find how to add sub-accounts to already existing G/L accounts - help!