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!