How to Integrate Raiser’s Edge™ Gift Reporting with Financial Systems

Oct 2, 2015

Many organizations use a wide range of processes for posting gifts from Raiser’s Edge to their financial system. For example, a user may export gifts directly from Raiser’s Edge and consider their posting process finished. However, if they were to truly post these gifts they would have to go back into Raiser’s Edge, select those same gifts, and then mark them as posted. It’s not a very user-friendly process! Another option for posting may include hiring a consultant to write a custom posting application or plug-in. However, this option is very expensive and it may offer little to no additional functionality over existing applications. There has to be a better way! The good news is there is – the answer is PostOmatic!

Over the years, Omatic has listened to the posting pains of our customers. In response, PostOmatic was developed to bridge the gap between Raiser’s Edge and external financial accounting systems by allowing for accurate information to be exported in a format that is targeted for an external accounting system (such as Great Plains, Quickbooks, PeopleSoft, Kuali, Serenic, etc.) By defining custom parameters with PostOmatic, the exported data is easily integrated with external accounting software systems, resulting in more accurate financial reporting and eliminating the room for error.

Eager to know more? Here are some of the highlights:

PostOmatic has core functionality already built-in
PostOmatic allows a user to select gifts a number of different ways. For example, an organization could choose to have the details for every gift posted, or an organization could choose to summarize their gifts by GL Account Number and other fields (e.g. post date or batch number).

PostOmatic marks gifts as posted in Raiser’s Edge
At the end of the day an organization should mark their gifts as posted in order to conduct a full auditing of Raiser’s Edge gifts.

PostOmatic is customizable
This includes the ability to implement custom business rules to validate that the output meets the requirements of your financial system. For example, you may need your GL Account Numbers to be exactly 20 characters long, or the first 5 characters must all be numeric, etc. PostOmatic allows Omatic to customize these types of rules. In the image below, the “Export file format:” field allows you to choose a custom format that you’ve created to fit your organization’s needs.

No need to be woeful about posting to GL. PostOmatic has all of the features you need and more – right out of the box!

Steve Brewer
Steve is a Technical Consultant on the Professional Services team at Omatic Software, where he helps clients find solutions to a wide range of data and process related challenges as well as assists clients with customization programming. Steve brings over 19 years’ experience working on a broad range of Blackbaud platform’s including The Raiser’s Edge, The Financial Edge, and Blackbaud CRM. Prior to joining Omatic in 2012, Steve worked for several nonprofits, consulting firms, and other industries including the financial services and biotech sectors. Steve got his start in technology at Blackbaud on The Raiser’s Edge 7 development team. With his many years of experience working with nonprofit organizations and Blackbaud products, as well as building custom data solutions, he continues to help organizations improve their data management processes by tailoring Omatic products to their exact needs. Steve graduated from the University of North Carolina in Charlotte and holds a Bachelor of Arts degree in History.