Raiser's Edge Should Host Fund's Project Codes Apart from its connection to Financial Edge.

When a Raiser's Edge and Financial Edge are connected, it allows you to attached a Project Code for the Fund to gifts. That Fund Code gets pulled into the Post to GL CSV Report.

If your RE is not connected to Financial Edge, that feature disappears! Now, when pulling the CSV report from Post to GL, it does not include the Fund Project ID with the other gift information. This makes it so this CSV is not importable to Financial Systems, requiring someone to manually add in Fund IDs to the CSV file.

They need to add the capability to enter Project ID's from the Raiser's Edge side SEPARATE from Financial Edge. That way users who don't use Financial Edge can still pull the required gift information for their Finance Team.

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  • Nov 18 2020
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