Seeking Examples: RE NXT/BBMS Advancement–Finance Reconciliation & Fund Setup Workflows

Carlene Johnson

Hi everyone,

I’m working with a client who uses Raiser’s Edge NXT and BBMS, and we’re documenting a clear workflow for how Advancement and Finance partner on revenue reconciliation. I know these processes can vary widely from one organization to another — and are often highly tailored to internal structures, staffing, and accounting systems — so I’d love to learn from the range of approaches represented in this community.

We’re especially looking for policies, procedures, or workflow diagrams that outline:

• How Advancement and Finance collaborate on reconciliation between RE and the accounting system
• Who is responsible for each step (gift entry, deposits, merchant services, bank reconciliation, etc.)
• How your teams handle wires/EFTs, online giving, and restricted gifts
• Any division‑of‑duties or internal control language that has worked well for you
• Your process for creating new funds — who initiates the request, what information is required, and which department sets up/approves the fund

My client reconciles into a non‑Financial Edge accounting system, but examples from any environment (including FE/FE NXT) would be incredibly helpful.

If you have a policy, SOP, flowchart, checklist, or even a high‑level outline you’re willing to share, I’d be very grateful. This community is always such a valuable resource.

Thanks in advance for anything you can pass along!

Gwen Gentry

I’d also like to know if anyone has any information they can share regarding this post. Thank you so much for your help!