The document provides tips for integrating the Financial Edge and Raiser's Edge systems. Some key points are: - The integration enables enhanced functionality between the general ledger and gift transactions. It saves time, increases transparency and accountability. - Using account attributes, expense accounts can be identified by program categories to produce donor accountability summaries. - Identifying a general ledger transaction code allows gift posting and appeal/event expense tracking in Raiser's Edge. - Recommendations include identifying active funds, marking old gifts as posted, tracking merchant payments, documenting process changes, and testing before going live.

1. FINANCIAL EDGE AND RAISER’S
EDGE INTEGRATION TIPS
Presented by: Mike Packard, Senior Consultant
Blackbaud K-12 Group

3. What and Why?
• Financial Edge/Raiser’s Edge Integration is a
feature that enables enhanced functionality
between General Ledger and Gift transactions
in The Raiser’s Edge.
• Integration saves time and increases
transparency and accountability for the Finance
Office and Development Office.

4. • Using Account Attributes, expense accounts
can be identified in categories that pertain to
your educational/organizational programs and,
in conjunction with Accounts Payable, produce
Accountability Summaries for your donors.
• Identifying a General Ledger Transaction Code
for Raiser’s Edge, you can enable gift posting
and Appeal/Event expense tracking in Raiser’s
Edge
What, Why?

5. How?

6. Database Linking
Accountability Options
Tracking Appeals and
Events

7. Some Recommendations
• Identify active RE Funds and inactivate the rest.
• Be sure all gifts prior to Go Live are marked Posted or
Do Not Post.
• Consider how you will track cash payments made
through merchant service providers.
• Identify how your internal processes will change and
document the processes for Policies and Procedures.

8. More Recommendations
• To use the optional Accountability Summary, identify
expense categories that should be represented in
reporting summaries.
• To use the optional Appeal and Event Gift and Expense
Tracking, consider how configuration and processes in
Financial Edge will change and document those in
Policies and Procedures.
• Identify the General Ledger account distributions for all
Raiser’s Edge Gift Types that you journal.

9. • Consider always using gift batches for entry in Raiser’s
Edge so nuances in posting to General Ledger can be
handled appropriately.
• Identify who will run the Post to General Ledger process
and how often it will be done.
• Test your processes before going live
And More Recommendations

10. Begin with the Fund

11. Create Interfund Transfer Entries If Needed

12. Review Post Options and Post

13. Preview Post Report

14. Review Batch Created in General Ledger
Adjustments Can Be Applied
You Can Drill to Gift Transaction

15. Accountability Tracking: Gift Given To Fund linked to
Project

16. An Invoice is Created in Accounts Payable

17. Invoice is Distributed to Project Linked to Raiser’s Edge Fund
Expense Account has Accountability Attribute

18. Accountability Summary Example

19. Set up in GL for Appeal and Expense Tracking

20. Define Table values for existing
appeals and events.
New Appeals and Events added to
Raiser’s Edge will create new
T Code Table entries.

21. Invoice is created in AP with GL Distribution Including T Code

22. Transactions Display in Raiser’s Edge Appeal or Event

24. #BBK12UC
Download the Blackbaud K-12 UC15
Mobile App & Engage With Us!
Go to your app store, on
any mobile device, and
look for: Blackbaud K-12
UC15
- Agenda
- Speakers
- Attendees
- Sponsors
- Session Surveys
and more!
Conference resources just for
you!