Exporting Gift batch reports to Serenic Navigator Accounting Software

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Does anyone out there have to export their gift batches to Serenic Navigator Accounting Software?.  We will be converting to BB in a few weeks and I have been trying to replicate the export report that our Finance Department needs in order to post the batches to the General Ledger.  I have been having trouble creating a report that has everything they need in a format they require.  If anyone is familiar with how to do this, please let me know.  Any insight would be appreciated.


Thank you.


Donna B.

World Team

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  • Donna Burdick:

    Does anyone out there have to export their gift batches to Serenic Navigator Accounting Software?.  We will be converting to BB in a few weeks and I have been trying to replicate the export report that our Finance Department needs in order to post the batches to the General Ledger.  I have been having trouble creating a report that has everything they need in a format they require.  If anyone is familiar with how to do this, please let me know.  Any insight would be appreciated.


    Thank you.


    Donna B.

    World Team

    Hi Donna,

    It would depend on how your financial coding looks in Raisers Edge. I export to a pre-formulated excel sheet which generates an import file for our Finance Department. Although we use Sage 50.

    If you would like to see the document please private message me.


    Regards

    Mark

  • Mark,

     

    Thank you for responding to my post.  I
    would really appreciate it if you could show me the document and
    how it is set up and exported.

     

    Thank you!

     

    Donna Burdick | Donor Services | World
    Team USA

    1431 Stuckert Rd | Warrington, PA 18976

    Donorservices.us@worldteam.org
    | (215) 491-4900x80 | (800) 967-7109x80

     

  • Donna Burdick:

    Mark,

     

    Thank you for responding to my post.  I would really appreciate it if you could show me the document and how it is set up and exported.

     

    Thank you!

     

    Donna Burdick | Donor Services | World Team USA

    1431 Stuckert Rd | Warrington, PA 18976

    Donorservices.us@worldteam.org | (215) 491-4900x80 | (800) 967-7109x80

     

     

    I have e-mailed you

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