Note: If new accounts were added to  Financial Edge since the last posting, you must run the Update Accounts Plug-In in order for Raiser's Edge to recognize them.

  1. Ensure the interface between  Raiser's Edge and Financial Edge is set up:
  2. Run the Pre-Posting Report:
    1. From the Raiser's Edge bar, select Administration, Post to General Ledger.
    2. On the General tab under What do you want to do?, select Run the General Ledger pre-posting report.
    3. Under What do you want to do with the transactions?, mark the Post to the Financial Edge checkbox.
    4. Select Detail or Summary for the Post transactions in option.  Refer to What is the difference in posting from Raiser's Edge to General Ledger in detail vs. summary? for more information.
    5. Select the appropriate Miscellaneous options.
    6. Click Pre-Post Report.
    7. Print or preview the Pre-Post report and verify the information is correct.
  3. Post to General Ledger:
    1. If the information in the Pre-Posting Report is correct, click Administration, Post to General Ledger from the Raiser's Edge bar.
    2. Under What do you want to do?, select Post gifts to the General Ledger.
    3. Under What do you want to do with the transactions?, mark the Post to the Financial Edge checkbox.
    4. Select the appropriate Journal Code from the drop-down menu. Refer to How to add a new journal code in The Financial Edge for additional information.
    5. Select Detail or Summary for the Post transactions in option.
    6. If the Posting Method selected was Summary, select the appropriate Summarize By option.
    7. Select the appropriate Miscellaneous options. We recommend marking the Create Control Report checkbox and printing and saving the report. You cannot print it after you post to General Ledger.
    8. Click Post Now.
      Note: The posted batch becomes an open journal entry batch within The Financial Edge. This batch must be posted from General Ledger before the activity appears on the account records.

Note: For additional information on The Raiser's Edge and General Ledger interface, refer to How to interface The Raiser's Edge with General Ledger.