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Reports from Imports from RENXT to FENXT

LaToya Streeter

We recently switched from using the Cash Receipts module to record donations to getting all of our donations imported into Financial Edge NXT from our development team using Raiser's Edge NXT. What I miss most are the efficient cash receipts reports that I could easily run. Now that it comes over as a Journal Entry, there isn't really an easy report that will show donations only. Does anyone know of any reports that I can run or create to easily see all of our donations that come over as a Journal Entry from importing?

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Comments

Kevin Brazell

@LaToya Streeter
A transaction query can locate those types. Any entry from RE posting to FE should be created by the RE7user. Use that as criteria along with anything else you need in the criteria and that would locate anything coming directly from RE.

LaToya Streeter

@Kevin Brazell
This is great information! Thanks for sharing.

Leslie Jones

@LaToya Streeter Can you send me screen shots in Raiser's Edge NXT on where you are able to import donations into Financial Edge NXT? We currently still have to use the Raiser's Edge database to import our donations into FE NXT.