Is anyone using Power Automate with Financial Edge?

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Angela Tuttle
Angela Tuttle
Ninth Anniversary Kudos 3 Name Dropper Participant
in SKY Developer General Discussions

HI! I am new to Power Automate and am still trying to get started. I a interested in what how to video's others have watched or recommend. Thanks in advance!

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  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge #3 Gift Management Name Dropper

    @Angela Tuttle
    Currently I'm using Power Automate to get FE's data to put in my data warehouse:
    transaction distribution
    project record and custom fields
    account table
    invoice and distribution

    don't remember all of them, but to give some ideas

  • Heather McLean
    Heather McLean
    Eighth Anniversary Kudos 3 Name Dropper Participant

    @Angela Tuttle -

    Most everything you watch that is for RENXT is relevant for FENXT. We are very excited to have more FENXT use cases, so let us know if you hit any road blocks and happy to help.


  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge #3 Gift Management Name Dropper

    Forgot to mention what is this useful for:

    Having data from RE and FE in data warehouse will allow you to create report that cross RE and FE. For example Project and Fund can be tie together, while Appeal/Event and Transaction Code can be tie together to get FE reports more light on RE data (Transaction Code is just a string, while tying in Appeal info gives you Appeal Category, goal, etc), and RE reports more light on FE data (expense data in your appeal reporting).

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