The Financial Edge Export

You can export transactions from your eTapestry database so you can then import them into The Financial Edge. For each transaction, the export file includes a credit and debit record. For more information about what the export contains, refer toThe Financial Edge Export File Format.

Before you create an export for The Financial Edge, set up funds with the appropriate account numbers and project IDs from your Financial Edge system. If you want to associate eTapestry transactions with a particular project in The Financial Edge, enter a project ID when you set up the fund. For more information about funds, refer to Funds.

When you are ready to import transactions into the GL, refer to The Financial Edge's Import Guide.