Raiser's Edge and Financial Edge

Susan Aronstam

Are there orgs using Raiser's Edge and Financial Edge who import RE information into FE? We are looking for organizations who do so who would be willing to discuss how they navigate fund structure and reporting challenges.

Tami Hormell

Susan Aronstam:

 

Are there orgs using Raiser's Edge and Financial Edge who import RE information into FE? We are looking for organizations who do so who would be willing to discuss how they navigate fund structure and reporting challenges.

We have been using RE and FE together since 2000. We don't import the information, we use the function in RE to post to the GL in FE. I joined the organization in 2004 so I was not around when they did the initial set up; however, I am familiar with how to set the GL distributions in the Fund in RE to insure they post to the correct GL accounts if that is any help.

 

 

Susan Aronstam

Tami Hormell:

Susan Aronstam:

 

Are there orgs using Raiser's Edge and Financial Edge who import RE information into FE? We are looking for organizations who do so who would be willing to discuss how they navigate fund structure and reporting challenges.

We have been using RE and FE together since 2000. We don't import the information, we use the function in RE to post to the GL in FE. I joined the organization in 2004 so I was not around when they did the initial set up; however, I am familiar with how to set the GL distributions in the Fund in RE to insure they post to the correct GL accounts if that is any help.

 

Thanks Tami!


Would you be able to answer some more questions offline? My email is saronstam@nmwa.org. I'm at the National Museum of Women in the Arts.