RE/FE integration
I'm new to this forum. Is there anyone out there who has integrated RE & FE? How do you group your RE posts to your FE actual deposits?
Comments
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@Sue Clayton – I have deep experience in this area and would be happy to discuss this topic with you offline. Please feel free to reach out to me at stu.manewith@omaticsoftware.com.
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@Sue Clayton Welcome! We do have the RE-FE integration running. Our Controller handles the reconciliations in the business office; in previous positions when I was responsible for RE gift batching I would match the batch to the deposit, and then submit it to the business office.
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@Sue Clayton we are integrated. After gift entry we compare RE to what is deposited into each bank account. This is done by the person who handles gift entry. The reconciliation is done by another person. The person that does the reconciliation logs into the bank account and compares what has hit the bank to a general ledger query in FE and also to Blackbaud Merchant Service disbursement reports.
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@Sue Clayton We group by day and sometimes by type (checks, credit cards, online). For us the main thing is matching post dates and descriptions. We are a small shop and may have checks that are going into two or three bank accounts in one RE batch.
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