Who does the Post to GL process at your organization?

Alex Adams
Alex Adams
Tenth Anniversary Participant
in Blackbaud Raiser's Edge NXT®: General Discussions
If you have Raiser's Edge/NXT integrated with Financial Edge/NXT, who actually creates the "post to GL" process and pushes the Journal Entry batch to Financial Edge at your organization? I have a debate happening with a client on whether the Raiser's Edge or Financial Edge person should be the one to control that function. Would love to hear what others are doing!


Thank you!!

Comments

  • Denise Covington
    Denise Covington
    Tenth Anniversary Name Dropper Participant Facilitator 1
    Post to GL permissions sit in Finance.  They have access to RE gifts to query on and to help reconcile as well.  They are trained to know what to look for and both IA and Finance also run audit queries before they close each month.  It works well since Finance is responsible for setting up the GL numbers in the RE Fund and it is integrated with FE.
  • Tom Klimchak
    Tom Klimchak
    Tenth Anniversary Kudos 5 Name Dropper Participant
    We use the structure outlined by Kylea Johnson‍: Gift Processing is in Advancement Services, so Advancement Services is the one who actually controls the posting of the files.  This way our gift processors can work on their own time, get things just right, make sure they have all the backup and finally post the gifts when everything is ready to go.


    We integrate with Ellucian Colleague GL, so Advancement Services posts the gifts, then uses FTP to move that file to a specific shared drive.  


    The Controller's Office (finance division) then uses Colleague GL to "pick up" the file and process it on their end.  
  • Nate Laning
    Nate Laning
    Tenth Anniversary Kudos 1 Name Dropper Participant
    Our gift entry staff also does the posting process. While our accounting department does have limited access to RE, they run the FE side, while advancement services runs the RE side.
  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge
    Posting the GL lives with the Development Department.  After reviewing the gifts/making sure they are entered into RE correctly, I post gifts to the GL by batch.  We make sure each post maps back to the total entered on the batch, and provide Finance with the batch documentation and a copy of the post control report. 
  • Beth Green
    Beth Green
    Tenth Anniversary Name Dropper Participant Facilitator 1
    Posting to FE also is done in the Development Office at our organization - very much the process Austen Brown detailed.  The finance office has limited rights to view RE and create certain reports for reconciliation, but our office does the posting to FE.  It is all part of the entry/posting/acknowledgment process.
  • susan correa
    susan correa
    Fifth Anniversary Name Dropper Facilitator 1
    Is the cash management side (depositing cash/checks to the bank) also in Development side? or is that a different area? Will posting happen after a deposit.  
  • Stu Manewith
    Stu Manewith
    Ninth Anniversary Kudos 2 Name Dropper Participant
    In reply to Susan Correa, in my experience, the best-practice is a three-way-tie-out (reconciliation) between the RE batch, the bank deposit, and the posting sent to FE (or whatever GL you might use).  More often I've observed the RE team owning gift entry and therefore owning the bank depositing (to match), but there are many organizations where Finance is responsible for all bank deposits -- those are often the same organizations where Finance (rather than Development) runs the post-to-FE (or post-to-GL).  The main point here is the three-way-reconciliation between the RE batch, the bank deposit, and the posting.  That may require more batches and/or postings, but it will reduce non-reconciliation issues.

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