F9 for Financial Edge
-
F9 for Financial Edge is a
powerful financial reporting and analysis tool that integrates
Microsoft Excel with your General Ledger data.
This product is compatible with The Financial Edge 7.78 or higher. If you are interested in purchasing F9 for Financial
Edge, please contact your Blackbaud account representative.
WebPortal
-
The Financial Edge WebPortal
is a suite of web products that integrate with
The Financial Edge. WebPurchasing and
WebInvoicing are components within The Financial Edge
WebPortal. With the 7.80 release, we made it easier for
WebPurchasing users to review the GL distribution
information. You can now see this information directly on the Requisition page
and no longer need to drill down to the Line Item page.
Void Payments Enhancements
-
Based on client feedback, we made
several enhancements to the void payments process. We added a new
Void Payments button on the toolbar of a payment record in Cash
Receipts, Student Billing and Accounts Receivable. We also
added the new Why can't I void this payment? link. When you
click this link, a help file topic appears listing reasons why the payment cannot be voided. When you
try to void a payment associated with a closed deposit, you are now
prompted with a screen to change the associated deposit’s status to
open. For more information, see the Records Guide for Cash
Receipts, Records Guide for Student Billing and Records Guide for Accounts Receivable.
Student Billing Enhancements
-
In Configuration, General Business
Rules, you can now select whether to use the overall balance or
the balance as of the payment date for distribution of payments
proportionally based on the balance. When you select this
option, payments are distributed proportionally to the records a
payer is responsible for and you choose whether to use the
overall balance or balance as of the payment date to calculate
the balance used to create the distribution of the payment.
Based on the option you choose, the program determines the
balance of each record when creating payee distributions on a
payment. For more information, see the Configuration Guide
for Student Billing.
-
To accommodate new federal
reporting requirements, we enhanced the way you track
demographic information. The new Is Latino/Hispanic?
field has been added to the Demographic information screen for
individual and student records. The Ethnicity field is
now a multi-select field where you can choose multiple
ethnicities for a person. We added an Ethnicity section to
Export and the Ethnicity field has been updated in
the record sections of record imports. For individuals and
students, you can no longer globally change the Ethnicity
field and the new Is Latino/Hispanic? field is not
available for global change. For more information about these
demographic changes, see the Records Guide for Student
Billing.
-
Based on client feedback, we made
several enhancements to the void payments process. We added a
new Void Payments button on the toolbar of a payment record. We
also added the new Why can't I void this payment? link.
When you click this link, a help file topic appears listing reasons why
the payment cannot be
voided. When you try to void a payment associated with a closed
deposit, you are now prompted with a screen to change the
associated deposit’s status to open. For more information, see
the Records Guide for Student Billing.
|