Zobrio

Financial Edge

Zobrio University FE: Budget Tools

In this session, we will look at how budget information is stored in FE/FENXT, how to update budget information, and the available budget tools that help track adjustments. We will also briefly discuss how FE NXT’s new Excel plug-in makes the entry process more efficient than ever. We will cover: Budgeting overview Budgeting entry Budgeting …

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Zobrio University FE: Using Relative Dates in Financial Statements

If you need reports that show multiple timeframes such as year-to-date last month, one year ago or even two years ago, you can avoid constantly changing the date settings by using relative dates. During this webinar, we will look at the key settings with examples. Also beginning this month, we will show the features in …

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Recorded ZU: Financial Edge Year End Calendar Preparation

December is the month for year-end preparation. This webinar will review what you need to close out 2020 and plan for 2021. In this 30-minute session, we will cover: GL- Fiscal yearsAP- 1099 tracking and the new 1099-NEC formPayroll- Pay schedules, tax tables, W2 reconciliations, ACA   More about Zobrio UZobrio U is a series of …

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Recorded Zobrio U: FE Peparing for Auditor Reports

In this 30-minute session, we will focus on preparing for Auditor Reports.The auditing process involves producing reports from the General Ledger and, possibly, the subledgers. This overview session will review the primary reports from the summary and detail information and the common settings used to create and save the reports.  Topics covered:  General ledger balances, …

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Recorded Zobrio U: FE Reconciling Subledgers (AP, Payroll)

In this 30-minute session, we will focus on reconciling subdledgers (AP, Payroll).  Topics covered:  Recommended Reconciliation Reports – Revenue & Expense Statements and Trial Balances.What can cause the Subledgers and G/L to be out of balance? Dates!How to locate Transactions in the General Ledger. More about Zobrio UZobrio U is a series of webinars, articles and …

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Recorded Zobrio U: FE Data Entry Tools and Tips

 In this 30-minute session, we will focus on data entry efficiencies in General Ledger and Accounts Payable.  Topics covered:  Journal entry defaultsVendor defaults Column re-orderingRecurring entries More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips …

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Recorded Zobrio U: Financial Edge Vendor Management

In this 30-minute session, we will review options to manage vendor information. Topics covered: Merging, purging and deletingUsing multiple addressesAlternate vendor namesChanging how the vendor name sortsAdding and using vendor attributes More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio …

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Recorded Zobrio U: Financial Edge Customizing Columns in Financial Statements

In this 30-minute webinar, we will review the options and examples that allow you to customize financial reports to match your needs such as:  Reporting fund activityComparing budgets to actuals Setting specific time framesUsing formulas in columns More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. …

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Recorded Zobrio U: Financial Edge Calendar Year-End Preparation

Year end processing has come. In this session we will discuss: Payroll preparation checklist items to considerACA reporting requirements overview More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips and instructions on your …

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Recorded Zobrio U: Financial Edge Reporting Annual Vendor Payments

Are you subject to a mandate to publicly report annual vendor payments above a certain amount? In this 20-minute ZU session, we will show you the reporting options available to you in Financial Edge. More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part …

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Recorded Zobrio U: Financial Edge Fraud Prevention Techniques – Financial Systems Controls

It might surprise you to learn that fraud is not always committed by those who are new to the company. Studies show that 53% of fraud is committed by those employed more than five years.  This is one of the many things you will learn in this short 20-minute webinar on fraud prevention techniques. We …

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Recorded Zobrio U: Financial Edge Journal Entry Batches – Corrections, Copying and Recurring Entries

Journal entries are important to every accounting process. They can be time-consuming, but there are ways to streamline the process. In this 20-minute webinar, we will discuss time savers for: Copying bathes or rowsGlobal corrections and reversalsCreating and using recurring batches More about Zobrio UZobrio U is a series of webinars, articles and white papers …

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Recorded Zobrio U Webinar: Financial Edge AP Payment Voids and Corrections

In the life of every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: …

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Recorded Zobrio U Webinar: Financial Edge Excel Plug-ins

In this webinar, we will show you how to create and upload Journal Entry batches directly from Excel. This webinar will also reveal how you can maximize your efficiency and work with both new and revised budget scenarios directly in Excel. Other key topics we will uncover: How to activate and install the Blackbaud FE NXT plug-insHow to create and …

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Recorded Zobrio U Webinar: Financial Edge AP 1099 Invoicing

This webinar discusses capturing AP invoice 1099 information plus how and where Financial Edge stores the information. By following recommended best practices, you can avoid future reconciliation problems. Other topics covered in this webinar include: Where The Financial Edge stores 1099 informationHow to automatically add 1099 information on new invoicesReports to check 1099 totals throughout …

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Zobrio University: Financial Edge Summer Tune-Up Webinar

Join Chuck Hays, the Zobrio Director of Applications for a special 45 minute webinar focusing on getting the most of out of your Financial Edge software. During this overview, learn how to make sure your database is working for you instead of the other way around. For example, are you using the best practices for …

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