This session will focus on the new Blackbaud WebPurchasing module and further highlight the Financial Edge WebPortal strategy. The WebPurchasing module helps organizations streamline the purchasing process. Gregory will walk through the product, highlighting its key features and benefits. Further, he will discuss the details and approach of Blackbaud’s overarching WebPortal strategy.

Are you a new user of The Financial Edge? Are you an existing user curious about the power of new features? This session will introduce you to features such as Transactions Codes that you can use to enhance tracking and financial reporting for your organization. In addition, we will take a look at the new budgeting capabilities within The Financial Edge that will provide you with the ability to budget down to the transaction code level for items such as grants.

This session will focus on the tactical implications on organizations that receive a material amount of funding from grants. We’ll review the grant functionality within The Financial Edge and its impact on improving the business processes of grant-funded organizations, including calculating indirect cost allocations and new processes for creating invoices in Accounts Receivable.

Building an organization committed to the highest ethical standards demands more than just following the law; it also requires fostering practices that create an environment of transparency, accountability, and integrity. This session will cover the steps to help every organization reassure its stakeholders of its commitment to upholding the public trust. Creating an accountable organization is an ongoing process. Board and staff members should review recommended practices regularly, and adjust as needed.

 

Did you know that the average number of times a document gets copied is 19? Imagine the rainforests we could save if we reduce this by just 50 percent! We can also $ave by reducing the time it takes to file a document, reducing our
usage of filing supplies, eliminating costly off-site storage and fuel to retrieve them…the list goes on!

During this session, we will explore document imaging, SharePoint®, and OCR as ways of saving green by going green, because when paper goes digital, organizations become transformed!

Learn how to expand The Financial Edge’s reporting and monitoring abilities by becoming an expert in Exports, Queries, and Dashboards. This session will provide the toolset for creating, among other things, executive dashboards, which allow the user to quickly view all facets of the organization, and a quick look-up of recently created invoices and purchases orders.