Financial Edge Training and Consulting Services Now Available from Omatic!

Cash Management Training – Using the Cash management Tool for Bank Reconciliations

• Do you have Cash Management installed? (AP > Banks > Cash Management)
• Do you currently use the product every month?
• Are you in balance?
• Do you have monthly out of balance issues that you find difficult to resolve?

AP to GL Reconciliation Training – Reconciling Accounts Payable to the General Ledger

• Do you currently reconcile AP to the GL?
• Are they in balance?
• Do you find this process difficult to complete (or even to start)?

FE Audits – Through the FE Assessment, Omatic can Recommend Best Practices for System Usage and Database Clean Up

• Do reports take a long time to run?
• Do you have general performance issues?
• How large is your FE database? And, can it be optimized?

Importing Records – Need Records Imported quickly Into Any Module in Financial Edge? No Problem!

• Are you short staffed and need data entry quickly?
• Do you get data from a third-party that needs to be entered in FE?

Financial Edge Reporting Training and Best Practices – Determining What Reports to Use When and How to Create Them

• Are you able to report on activity across FE efficiently?
• Do you feel comfortable with FE reporting?
• Do you use Excel because you can’t find a report that fits your needs?

Raiser’s Edge / Financial Edge Integration – RE Can be Configured and Used as a True GAAP-Compliant Subsidiary Ledger to FE

• Are your RE and FE systems integrated and do you post seamlessly from RE to FE?
• Do you want to put an end to duplicate transaction entry?
• Do you want to eliminate reconciliation errors between the two systems?
• Do you want to be able to view source RE gift records in FE?
• Do you want to be able to view FE expense data in RE?

Contact us at info@omaticsoftware.com today to learn more!
Raiser’s Edge™ is a trademark of Blackbaud, Inc.