The Financial Edge

The Financial Edge how-to documentation includes the help file in the program, user guides, tutorials, and more!

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The Financial Edge Help

Did you know the answers to your software questions are right at your fingertips? While working in the software, press F1 on your keyboard to open an extensive help file. Type keywords in the help file’s search field to find specific information about a process or function.

The Financial Edge User Guides at a Glance:

 

eReader Help: Do you want to learn the best way to view our PDFs on your favorite eReader? This simple set of beginner instructions lays out quick steps for viewing our user guides on Nooks, iPads, and Kindles.

Conversion, Installation, and Update

Before you install or update The Financial Edge, we recommend you review the step-by-step instructions and preparation information. We also encourage you to familiarize yourself with the new features in the Update Guide.

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Getting Started

Before you use The Financial Edge we recommend you review the tools and features that appear throughout the program.

Accounts Payable 7

These guides help you set up and perform the tasks for Accounts Payable.

Adjust AP Invoices

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Cash Receipts 7

These guides help you set up and perform the tasks for Cash Receipts.

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End-of-Year & Reconciliation

These guides provide information about end-of-year procedures and subsidiary ledger reconciliation in The Financial Edge.

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Fixed Assets 7

These guides help you set up and perform the tasks for Fixed Assets.

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Payroll 7

These guides help you set up, configure, process, and create reports in Payroll.

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WebPortal

The WebPortal guides provide step-by-step instructions to install, configure, and use WebInvoicing and WebPurchasing.

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Integration

Before you integrate The Financial Edge with The Raiser's Edge, review how to to establish security, link records, syncrhonize data, and more.

F9 for The Financial Edge

This guide is your starting point for successfully implementing F9 for Financial Edge.

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