Reports from Imports from RENXT to FENXT

LaToya Streeter
LaToya Streeter
Fourth Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

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?

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @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
    LaToya Streeter
    Fourth Anniversary Name Dropper Facilitator 1

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

  • Leslie Jones
    Leslie Jones
    Eighth Anniversary Name Dropper Facilitator 1

    @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.

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