Financial Edge Training

Amy Smith

Has anyone who uses Raiser's Edge taken Financial Edge training and did you think it was beneficial?  We use both in my organization and there is a disconnect between the 2 departments on what is right/wrong.  What is entered correctly on the Raiser's Edge side and works, doesn't necessarily post correctly on the Financial Edge side. Thought process is if Raiser's Edge users understand how things are pulled through and posted on Financial Edge (and vice versa), there may not be such a disconnect between the 2 departments.

JoAnn Strommen

Amy Smith:

Has anyone who uses Raiser's Edge taken Financial Edge training and did you think it was beneficial?  We use both in my organization and there is a disconnect between the 2 departments on what is right/wrong.  What is entered correctly on the Raiser's Edge side and works, doesn't necessarily post correctly on the Financial Edge side. Thought process is if Raiser's Edge users understand how things are pulled through and posted on Financial Edge (and vice versa), there may not be such a disconnect between the 2 departments.

We use both RE and FE but neither side has really cross trained. 

Business manager works primarily in FE but can pull report in RE if needed.  She was involved when we converted and part of initial orientation to RE done by conference call with support. 

I work in RE and basically know that RE fund equals project in FE and that whenever I'm adding new funds/gift sub-types need to be sure that correct GL accounts are entered on fund record to allow for correct posting.  Have to say I personally don't need/want to know much more about FE. 

My 2 cents: if there's a problem with things not posting correctly now, RE staff training on FE will not change that.  FE staff may need to work with support to figure what the posting problem is.  It could be in FE or it could be in GL account set up in RE. 

Laura Caswell

JoAnn Strommen:

We use both RE and FE but neither side has really cross trained. 

Business manager works primarily in FE but can pull report in RE if needed.  She was involved when we converted and part of initial orientation to RE done by conference call with support. 

I work in RE and basically know that RE fund equals project in FE and that whenever I'm adding new funds/gift sub-types need to be sure that correct GL accounts are entered on fund record to allow for correct posting.  Have to say I personally don't need/want to know much more about FE. 

My 2 cents: if there's a problem with things not posting correctly now, RE staff training on FE will not change that.  FE staff may need to work with support to figure what the posting problem is.  It could be in FE or it could be in GL account set up in RE. 

 I agree with JoAnn, if things aren't posting correctly, it's probably a set up issue. That being said, I have found that if a few key people in each area see what the other areas do and how what one area does impacts another, it can keep issues to a calm "we need to start coding shoe sizes. will that impact your reporting? how do we make this work?" instead amping up to "WE NEED SHOE SIZES! WE DON'T CARE WHAT THAT DOES TO YOUR REPORTING!!" [;)] Maybe not a formal training session but a run through of how things are processed in RE and then how they flow to FE would help.

 

My 2 cents.

~ laura

Melissa Graves 2

Laura Caswell:

 I agree with JoAnn, if things aren't posting correctly, it's probably a set up issue. That being said, I have found that if a few key people in each area see what the other areas do and how what one area does impacts another, it can keep issues to a calm "we need to start coding shoe sizes. will that impact your reporting? how do we make this work?" instead amping up to "WE NEED SHOE SIZES! WE DON'T CARE WHAT THAT DOES TO YOUR REPORTING!!" [;)] Maybe not a formal training session but a run through of how things are processed in RE and then how they flow to FE would help.

 

My 2 cents.

~ laura

However - these trainings need to be tailored and not just be the regular FE and RE trainings. Teaching FE to someone with an accounting background vs someone without I assume would be a different experience and the same with teaching RE to someone without fundraising background. It likely needs to teach some basic concepts that may not normally be covered and also not go into step by step detail like someone who will use the product daily.

Laura Caswell

Laura Caswell:

 I agree with JoAnn, if things aren't posting correctly, it's probably a set up issue. That being said, I have found that if a few key people in each area see what the other areas do and how what one area does impacts another, it can keep issues to a calm "we need to start coding shoe sizes. will that impact your reporting? how do we make this work?" instead amping up to "WE NEED SHOE SIZES! WE DON'T CARE WHAT THAT DOES TO YOUR REPORTING!!" [;)] Maybe not a formal training session but a run through of how things are processed in RE and then how they flow to FE would help.

 

My 2 cents.

~ laura

 I meant to add an in-house training which would be custom to how you do business.

 

~ laura