Help for a client with Financial Edge best practices

Stephen Creamer

Hi everyone, I am working for a client who is using Financial Edge and they have asked me to provide some benchmarking and best practices for the software.

Are there any users of Accounts Receivable, Accounting Forms, Queues or who are taking advantage of the accounts payable automation in Financial Edge that would be willing to provide a brief summary of your experiences with any of these and how it has changed (or not changed) your work. It would be super helpful. Blackbaud promised some direct referrals, but none have been provided to date.

Some examples of our recommendations, if it makes it easier for you to comment:

• We are encouraging the organization to use Accounts Receivable and Accounting forms to standardize their member invoicing and collections.
• We are recommending they purchase Expense Management to take advantage of Procurement credit card and accounts payable automation
• We are proposing they use Queues to schedule parts of the month and year end close to save time and produce quicker budget information to budget managers

Thank you in advance for your willingness to share your experiences.

Stephen Creamer

higher education & not-for-profit consultant

CBIZ/MHM