Cash Receipt Efficiency

Jennifer Kercher

I'm curious how everyone enters many detailed cash receipts at one time. We're new to BB and entering one by one in the Cash Receipts module doesn't seem to be the most efficient! Thank you

Christine Robertson

@Crystal Bruce Can you move this to the Financial Edge NXT forum?

JoAnn Strommen

@Jennifer Kercher Are you referring to entry in Financial Edge or are you referring to the receipt process in Raiser's Edge?

Jennifer Kercher

@JoAnn Strommen
FE and we have searched the knowledge base, it all seems relevant to Database view, for mass uploads. I'm hoping to get some advice from someone that uses FE to import cash receipts in the cash receipts module or has a quick method than entering one by one, even though we do need the individual details. We use raiser's edge, too. Maybe there is something that can be generated from there that we can just upload?

Crystal Bruce

@Jennifer Kercher discussion moved to Financial Edge NXT community. Thanks!

Nikki Baldwin

@Jennifer Kercher full import capabilities are currently rolling out in waves to webview. Until full import is available, you will need to utilize the import capabilities in database view to accomplish this. Should be later this week/month to get it out to everyone and then you can bulk import in webview just as you could in database view.