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The Financial Edge User Guides User guides are grouped by category. To search a guide for a specific word or phrase, press CTRL+F to open the Find screen, enter the word, and click Find. We recommend you download user guides larger than 300K: right-click the link to the guide and select Save Target As. To purchase printed copies, email manualrequest@blackbaud.com.
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Conversion & Installation
The Financial Edge System
- Administration Guide (PDF 3.63M) October 20, 2011
This guide contains detailed information and step-by-step procedures for accomplishing housekeeping and administration tasks. It covers importing, setting up security, posting multiple batches, and validating the database.
- Program Basics Guide (PDF 3.07M) October 20, 2011
The Program Basics Guide provides information common to General Ledger 7, Accounts Payable 7, Accounts Receivable 7, Cash Receipts 7, Fixed Assets 7, Payroll 7, and Student Billing 7, but with applications and procedures specific to each program. This guide covers setting options and favorites in each program as well as other program basics.
- Banks Guide (PDF 2.12M) October 18, 2011
This guide explains how to add bank account records and access and work with bank accounts and payments in Accounts Payable as well as other programs in The Financial Edge. This guide also introduces you to the bank register and the reconciliation process.
- Consolidation Management Guide (PDF 592K) October 20, 2011
This guide contains detailed information and step-by-step procedures for setting up and using Consolidation Management for multiple organizations.
- Dashboard Guide (PDF 741K) October 19, 2011
This guide provides information about how to create and use dashboards in The Financial Edge.
- Export Guide (PDF 1.10M) October 19, 2011
This guide explains the process that extracts selected information from your database to use in another software application.
- Fast! Guide (PDF 304K) October 18, 2011
This guide provides detailed information about creating datasheets in Fast! for Accounts Payable invoice records and Student Billing charge and payment records.
- The Financial Edge Guide for Australia and New Zealand (PDF 2.32M) October 11, 2011
This guide details Financial Edge functionality specific to Australia and New Zealand.
- The Financial Edge Guide for Canada (PDF 3.04M) October 11, 2011
This guide details Financial Edge functionality specific to Canada.
- Import Guide (PDF 6.72M) October 19, 2011
This guide explains the process in which you move data from other programs into The Financial Edge.
- Mail Guide (PDF 6.56M) October 28, 2011
This guide contains procedures for finding, opening, previewing, exporting, sending as email, and deleting mailings.
- Query Guide (PDF 934K) October 19, 2011
This guide offers detailed instructions on how to set up and run queries.
- Pivot Reports Guide (PDF 650K) October 19, 2011
This guide offers detailed instructions on how to set up and run pivot reports.
- Sample Reports Guide (PDF 2.17M) February 25, 2009
This guide provides information about setting up the reports for General Ledger 7, Accounts Payable 7, Accounts Receivable 7, Cash Receipts 7, Fixed Assets 7, Payroll 7, and Student Billing 7. It also includes a sample of each report.
- Crystal Reports Tutorial (PDF 1.33M) October 19, 2011
This tutorial takes you step-by-step through the basics of planning and creating a custom Crystal report in The Financial Edge.
- VBA and API Guide (PDF 1.82M) March 26, 2009
This guide provides detailed instructions about how to use VBA and API to customize The Financial Edge. Using VBA and API, a program developer can develop custom business rules, design custom screens, create web site interfaces, and much more.
Accounts Payable 7
- Configuration Guide for Accounts Payable (PDF 2.43M) August 2, 2011
This guide provides information for the system administrator to use when setting up the configuration for Accounts Payable.
- Records Guide for Accounts Payable (PDF 2.95M) October 24, 2011
This guide focuses on daily tasks you perform with specific chapters for Accounts Payable records. Each chapter provides step-by-step procedures for and explanations of tasks related to products, vendors, invoices, recurring invoices, credit memos, and receipts. This guide also contains chapters providing detailed information and procedures for the optional module Purchase Orders.
- Reports Guide for Accounts Payable (PDF 5.38M) October 24, 2011
This guide offers detailed instructions on how to set up and run each report in Accounts Payable and includes descriptions and samples of each report.
- Adjusting AP Invoices (Video 5.0 mins) September 17, 2009
This video tutorial demonstrates how to adjust invoices in Accounts Payable 7.
Accounting Queue
- Accounting Queue Guide (PDF 690K) September 8, 2011
This guide provides information for setting up and running queues in The Financial Edge.
Accounts Receivable 7
- Concepts Guide for Accounts Receivable (PDF 689K) October 19, 2011
This guide provides information to help you better understand the concepts vital to your success using Accounts Receivable, including important considerations and system settings.
- Configuration Guide for Accounts Receivable (PDF 1.95M) October 17, 2011
This guide provides information for the system administrator to use when setting up the configuration of Accounts Receivable.
- Records Guide for Accounts Receivable (PDF 3.22M) October 25, 2011
This guide focuses on daily tasks performed with Accounts Receivable, such as products and billing items.
- Reports Guide for Accounts Receivable (PDF 4.57M) October 19, 2011
This guide offers detailed instructions on how to set up and run each report available in Accounts Receivable and includes descriptions and samples of each report.
Cash Receipts 7
- Configuration Guide for Cash Receipts (PDF 796K) October 27, 2011
This guide provides information for the system administrator to use when setting up the configuration of Cash Receipts.
- Records Guide for Cash Receipts (PDF 508K) October 27, 2011
This guide focuses on daily tasks performed with Cash Receipts, such as deposits and payments.
- Reports Guide for Cash Receipts (PDF 1.22M) October 27, 2011
This guide offers detailed instructions on how to set up and run each report in Cash Receipts and includes descriptions and samples of each report.
End-of-Year & Reconciliation
- The Financial Edge End-of-Year Guide (PDF 2.95M) October 10, 2011
This guide provides information about end-of-year procedures in The Financial Edge.
- Subsidiary Ledger Reconciliation Guide (PDF 1.13M) October 18, 2011
This guide explains the process of reconciling subsidiary ledgers in Accounting for Nonprofits 6.40 and higher, The Raiser's Edge, and The Financial Edge.
General Ledger 7
- Allocation Management Guide (PDF 1.23M) October 26, 2011
This guide includes detailed information and procedures related to the optional module Allocation Management.
- Configuration Guide for General Ledger (PDF 1.85M) October 25, 2011
This guide provides information for the system administrator to use when setting up the configuration for General Ledger.
- Journal Entry Guide (PDF 1.00M) October 18, 2011
This guide focuses on procedures for making journal entries and creating batches of transactions to post to your General Ledger accounts.
- Records Guide for General Ledger (PDF 6.15M) October 18, 2011
This guide focuses on daily tasks you perform with specific chapters for General Ledger records. Each chapter provides step-by-step procedures and explanations for tasks related to accounts, projects, and budgets. This guide also contains chapters providing detailed information and procedures for the optional modules Projects and Grants and Budget Management.
- Reports Guide for General Ledger (PDF 6.62M) October 18, 2011
This guide offers detailed instructions on how to set up and run each report in General Ledger and includes descriptions and samples of each report.
- Visual Chart Organizer Guide (PDF 579K) September 8, 2011
This guide includes step-by-step procedures for creating chart templates with the Visual Chart Organizer and using those templates to run specific reports.
- Journal Entry Quick Reference (PDF 87K) March 30, 2009
This document lists keyboard shortcuts you can use while working in Journal Entry.
Fixed Assets 7
- Configuration Guide for Fixed Assets (PDF 1.13M) October 18, 2011
This guide provides information for the system administrator to use when setting up the configuration of Fixed Assets.
- Records Guide for Fixed Assets (PDF 1.07M) October 18, 2011
This guide focuses on daily tasks performed with Fixed Assets, such as depreciation and acquisitions.
- Reports Guide for Fixed Assets (PDF 2.03M) October 18, 2011
This guide offers detailed instructions on how to set up and run each report in Fixed Assets and includes descriptions and samples of each report.
Payroll 7
- Payroll Processing Guide (PDF 2.07M) October 18, 2011
This guide provides an overview of the payroll cycle and focuses on common processes you perform in Payroll, including recording time worked, creating calculations, and printing checks.
- Configuration Guide for Payroll (PDF 2.35M) October 18, 2011
This guide provides information for the system administrator to use when setting up and configuring Payroll.
- Records Guide for Payroll (PDF 1.78M) October 18, 2011
This guide focuses on tasks you perform with specific Payroll records. Each chapter provides step-by-step procedures for and explanations of tasks related to employees, pay types, departments, benefits, deductions, and flex disbursements.
- Reports Guide for Payroll (PDF 4.05M) October 28, 2011
This guide provides detailed information about each report in Payroll, as well as instructions on how to set up and run reports. Samples of each report are also included.
WebPortal
Integration
F9 for The Financial Edge
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