Bank recons

Dave Baacke
Dave Baacke
Seventh Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I recently had an employee leave after 27 years at the school. We are trying to become more efficient and trying to use the system to do things. She was doing our bank recons in Excel. What do I need to do to be able to do bank recons in FE?

Thanks

Comments

  • Ali Abdul
    Ali Abdul
    Fourth Anniversary Kudos 1 Name Dropper Participant

    @Dave Baacke
    Hello,

    Do you have the bank account linked to Financial Edge through Yodlee? If so, you would simply need to go to the account through the Treasury tab and click the reconcile option under that specific bank account.

Categories