Raiser's Edge Expense Tab under Event Module

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Mitchell We 2
Mitchell We 2 ✭
Ninth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello all.

How do you guys reconcile if you put bunch of expenses under event tab for each event? This would be for those who are integrated with RE and FE. Our process right now is not efficient and I am trying to find a better solution for reconciliation between our event dept and financial services. Any feedback, advice and comments would be greatly appreciated. Thank you in advance!
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  • Cindy Wilke
    Cindy Wilke ✭
    Tenth Anniversary Photogenic First Reply
    Mitchell, I used the expenses tab under the event module for the first time this year. I was surprised to learn that records in FE do not become part of RE. My event is smallish, so I, as event coordinator, manually entered the 10 expenses in the RE expense tab. I was able to see the vendors and expenses in a FE report, then I enter them into RE. However, I did not create a constituent record for each vendor because my main purpose was in budget to actual analysis. So I entered the vendor names into the note field so I would know who we used. Cindy

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