How to Create New Fund and Tie It to FE

Trent Smither

Hi, how would I create a fund in FE and tie it to one in Financial Edge? Our business office created a new fund recently and thought they'd pushed it to us (or made it “live”) but I cannot find it in RE.

What are the best steps? I know how to set up the fund, just not connect it to FE.

Any thoughts?

JoAnn Strommen

@Trent Smither
Does this help?

May 15, 2015

How to associate a Raiser's Edge fund with a General Ledger project

Trent Smither

@JoAnn Strommen Thank you. Very helpful.
Complicated stuff, will need the business office to weigh in.

Tina Pappas

@Trent Smither Have you set up integration between FE and RE? If not, here are steps to set that up.

How to interface The Raiser's Edge with The Financial Edge

The business office can't “push” the fund to RE per se. Setting up GL accounts in FE it will allow you to map funds to them. Once all your funds are mapped to a GL account and you have your integration set up, you can post to financial edge.

Karen Diener

@Trent Smither
This may be much more than you need for the moment, but there is an excellent webinar series from Blackbaud on how to integrate RE and FE. It is the first time I've seen anything that presented the Development needs and the Accounting needs so clearly.

Maybe something to bookmark for later. I also love to drop these links in community threads in case they are helpful to others! The links below are to the free, on-demand webinars:

Configuration
Day to Day Maintenance
Reconciliation

Karen