Lessons I Learned At The 2016 K–12 User Conference 2522

Lessons I Learned At The 2016 K–12 User Conference

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I was fortunate enough to attend and present at the K–12 User Conference in Boston, Mass. July 13–14. What I learned from the conference was something I already knew but felt even more passionate about after presenting my sessions and attending some others.

 I learned (or relearned, or reinforced) the concept of working smarter, not harder. I learned that sometimes the smallest of adjustments can make all of the difference in letting Financial Edge work FOR you, improving efficiency and amping up your internal controls. What do I mean? Here are a few insights.
  1. Let the Business Rules and User Options help keep your data entry focused and simple. Don’t want others to transact into your AP liability summary account or Receivables Summary account? There’s a business rule for that. Want your data entry to “suggest” the invoice date and post date be the same day? Set User Options to make it happen. Learn more about Business Rules and User Options in the three-hour instructor-led class Financial Edge: Keeping Your Database Clean and Secure.
  2. Entering a transaction dated sometime in the current month? In the date field, just type the date (for example, 12) and “tab out” of the field. The system will auto-fill the month and year.
  3. Sick of fixing your reconciliations because someone has posted back to a reconciled period? Soft close the period in Configuration, Fiscal Years of General Ledger. Find this tip and more in the three-hour instructor-led class Financial Edge: Reconciling Subsidiary Ledgers To General Ledger.
  4. And my biggie…are you still manually entering gifts that have been entered in Raiser’s Edge? Stop now. Integrate. Find out how in the Blackbaud University class Integration: Financial Edge and Raiser’s Edge.
These tips can be put in place right now—they are tools that can both increase your productivity and tighten up your internal controls. That means you are more efficient, and your auditor is happy with the increased level of control!
News ARCHIVED | Financial Edge® Tips and Tricks 07/25/2016 11:35am EDT
Added by Mary Aquino
  

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