Raiser's Edge/Financial Edge Interface

Rana Itani

We use Raiser's Edge and Financial Edge. There is an RE Batch # field in Financial edge journals. Was wondering if anyone worked on auto populating this field directly from Raiser's Edge

Alex Wong

@Rana Itani
I'm going to assume “RE Batch # field” in FE journal, you mean the Reference field in a Journal Entry in FE having information from RE.

What goes into the FE Reference field is configurable in RE database view > Config > General Ledger. There are a number of allowable field that can be used, but you only get a total of 50 characters to use.

Rana Itani

@Alex Wong
Thank you! What reference field name should I add? So I can see RE Batch number field, but it is not auto populated from RE. We have to input it manually.

Alex Wong

@Rana Itani
what field you want to use is up to your finance team. Normally should include information that help identify the gift in RE when looking at the FE reference field.

For us, we added the RE Gift Reference field (not batch #), Constituent ID, and Constituent Last name

Rana Itani

@Alex Wong
Thank you Alex. I added the fields but still cannot see them in FE

Alex Wong

@Rana Itani
not sure what you mean by “still cannot see them in FE”

Did you post from RE to FE after you make the config change? config change ONLY affect future post, will not change what is already in FE

Rana Itani

@Alex Wong
I posted after I made the change but still am not able to see the changes in FE for those posts. Maybe i should restart FE and RE for the changes to take effect?

Alex Wong

@Rana Itani
go back into RE configuration and check if the change you made is still there, if it is, then i suggest you reach out to blackbaud support