RE to FE integration

Thomas Walker

This post is directed to our customers who have both Raiser's Edge and Financial Edge. 

Have your integrated RE to FE? If not what is the primary reason as to why your not integrated.

If you are integrated:

1. How often do you post from RE to FE?

2. How long on average does it take you to reconcile on a monthly basis?

3. What challenges do you encounter when you reconcile?

4. What reports do you use to reconcile?



Thanks for your help



Tom Walker - Financial Edge Product manager

Jennifer Donlevie

We use both RE and FE and I post pretty regularly.  When we have to reconcile it's kind of a hunt in the haystack so to speak.  We use monthly and daily financial reports to try to determine where the overage or shortage is.  Sometimes I can find the error, but if accounting is short, they have to find the error.  It's not a very easy process to reconcile.  I wish there was an easier process for that.

Tatyana Leifman

We have FE & RE integrated and I post several times a month.  But I use queries to separate checks & stocks from credit cards when posting so reconciling is pretty simple.  Most of the time the discrepancies are in credit cards or stock gifts and then accounting finds the errors/missing charges or stocks. What we find to be more challenging to reconcile are adjustments, specifically on gifts that are split into many funds because even if only one fund is adjusted, the entire gift is pushed through to FE and they have to hunt down what was actually changed.