Tying FE Pledges to Donors

Shana Meadows

When Raiser's Edge posts pledge receivables into Financial Edge, they go in as a journal entry. How can you tie the pledge receivables to actual customers in Financial Edge?

Stu Manewith

@Shana Meadows – why would you need to do that? When properly connected, RE NXT is your A/R subledger for pledge donations.

Susan Trippe

@Shana Meadows
I run a query in RE each month that gives me a list of all unpaid pledges by constituent's name. I make sure that total ties to my total balance in my pledge receivable on the general ledger in FE.

Christine Robertson

@Shana Meadows If you still need help (or if you'd just like to learn more about the integration), NPact is hosting a free webinar on Raiser's Edge NXT and Financial Edge NXT integration. We'd love to have you join us! Level Up - Blackbaud Raiser's Edge NXT® and Blackbaud Financial Edge NXT® integration - Blackbaud Community

Shana Meadows

@Stu Manewith Linking constituents in RE to Clients in FE would be beneficial.