End of Year Resources

It’s that time again - time to prepare for End-of-Year within The Financial Edge! To help with that, we have a variety of resources at your disposal. After positive feedback from users last year, we are once again hosting End-of-Year Webinars for Accounts Payable and Payroll. These webinars are designed to review setup, common tasks and reporting, as well as configuring your system for the New Year.  Please plan to join us as we will have scheduled sessions for Accounts Payable and Payroll; one in December and one in January. Our scheduled webinars are listed below.

Accounts Payable 1099 Webinar: December 11^th at 3pm EST

Payroll W2 Webinar: December 16^th at 3pm EST

Payroll second W2 Webinar: January 8th at 3pm EST

Review completed webinars here.

In addition to our Webinars, we have the following resources to assist in your year-end processing:

1. Blogs: Since you’re already visiting our blogs, be sure to check out the other year-end blogs that are published. We have several blogs outlining the main processes and providing tips for end-of-year. To view all year-end blogs grouped together, click the End Of Year tag at the bottom of the page.
2. Knowledgebase: There are many year-end solutions outlining common questions, how-to instructions and troubleshooting steps. Click link below to search Knowledgebase for a quick answer:

https://www.blackbaud.com/kb/index?page=home

3. Financial Edge End-of-Year FAQ page: Be sure to visit the link below for the answers to the most commonly asked questions along with links to our most popular, helpful solutions. https://www.blackbaud.com/support/faqs/feeoy.aspx
4. Chat Support: Analyst are available for chat support Monday - Thursday from 8:30 a.m. to 8:00 p.m. EST & Friday from 9:00 a.m. to 8:00 p.m.  Please click link below to chat with an analyst:

https://www.blackbaud.com/support/needhelp.aspx

5. Case Central: Do you have a question, but would like to have analyst reach out to you rather than holding? You have the option to create a case online outlining your question or concern to send into Support. The next available analyst will be in touch. Did you go through steps with an analyst in a prior case and want to view the details? On case central, you can view your established cases. Please click link below to send a case our way or review an existing case.

https://www.blackbaud.com/casecentral/casesearch.aspx

6. Phone Support: As always, we have analyst available to assist via phone Monday - Thursday from 8:30 a.m. to 8:00 p.m. EST & Friday from 9:00 a.m. to 8:00 p.m. Contact a specialist at 800.468.8996.
7. User Guides: Each module has several user guides that are updated with each version. There also is an End Of Year Guide and a 1099 Processing Guide.

https://www.blackbaud.com/howto/financial-edge.aspx#sthash.dEbM2Uqu.dpbs