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Old 08-02-2007, 02:30 PM   #1 (permalink)
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Exclamation PE-RE-FE Integration

Is anyone sucessfully integrated? We are having major issues reconciling the financial reports from PE with what FE is reporting.

Thanks in advance!
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Old 08-07-2007, 08:42 AM   #2 (permalink)
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Quote:
Originally Posted by Elizabeth Grover View Post
Is anyone sucessfully integrated? We are having major issues reconciling the financial reports from PE with what FE is reporting.

Thanks in advance!
Elizabeth, what issues are you having? We have been working on this for over a year. My predessor left in February and was still trying to get this to work on her last day. I will be re-opening the issue.
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Old 08-07-2007, 09:05 AM   #3 (permalink)
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Michael,

We have never been able to reconcile the pre-post report with the close drawer report. The discounts seem to be the culprit as they show up as "not specified" on the pre-post as a revenue item. We are in heated discussion with BB to get this fixed.

My question is really is there anyone out there that has a true integration with FE, because my CFO cannot believe that any other finance office would find these reports acceptable. Of course we are still flummoxed that an itemized receipt is a customization and not an "out of the box'" feature.

Are you using PEO? And if so, are the reporting tools any better?

Elizabeth Grover
Development Systems Manager
Rhode Island Zoological Society
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Old 09-12-2007, 07:27 PM   #4 (permalink)
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no part of integration successful

We have been "live" for only 6 weeks and no report balances for transactions. We have critical issues in balancing our cash, checks, and particularly credit cards. We have "ghost" transactions that process but do not post in PE and hence to not integrate with RE. We can't search for these by transaction number and it requires a Blackbaud tech to access our server to write a script to fix these. This seems to happen daily for 6 weeks and we can't trust our accounting books. Our Finance department says that any auditor would not approve this system. My personal view is that Patron Edge should not be sold "as is" but should be a viable software package given the price tag. Currently, we are very very dissatisfied. More to come
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Old 09-13-2007, 07:09 AM   #5 (permalink)
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Don't give up hope. We have been live since April and it's only this week that we (may) finally have some resolution to our financial reconcilliation issues. We are working with a phenominal support member, Catheine Wetzel. Seek her out!

We finally are hearing from Blackbaud that others are having the same issues that we have encountered, and that changes are on the way. My concern is that because BB does not own the software, we may never have a smooth integration with RE & FE.
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