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change GL Account for a Fund?

Lise Speidel
$organization

Hi all- we have a new Dir of Finance here at Roundabout and he wishes a Fund, created in 2012, to be given a new GL Account number.  I am concerned as we have MANY pledges and gifts to this Board Capital Campaign Fund, and am not clear on the ramifications of doing this for him.

Does anyone have any ideas on the long term ramifications (or short term) of a change like this?

Would appreciate any feedback.

Thanks,

Lise

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  • $organization

    We did some changing of GL Numbers a few years ago here at BAM.  We were just making all of the GL codes longer. 

     

    I think you are right to be cautious with such a change.   I would strongly recommend that you open a TASK Support ticket and discuss the change with the support team.  Then test carefully. Not just on the screen, but check reports, and paying off some of those old pledges, does this impact website….

     

    --Tom

    …

    718.724.8135

    tbrown@BAM.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lise Speidel
    Sent: Thursday, October 15, 2015 3:30 PM
    To: Thomas Brown <tbrown@bam.org>
    Subject: [Tessitura Development Forum] change GL Account for a Fund?

     

    Hi all- we have a new Dir of Finance here at Roundabout and he wishes a Fund, created in 2012, to be given a new GL Account number.  I am concerned as we have MANY pledges and gifts to this Board Capital Campaign Fund, and am not clear on the ramifications of doing this for him.

    Does anyone have any ideas on the long term ramifications (or short term) of a change like this?

    Would appreciate any feedback.

    Thanks,

    Lise



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  • $organization

    We did some changing of GL Numbers a few years ago here at BAM.  We were just making all of the GL codes longer. 

     

    I think you are right to be cautious with such a change.   I would strongly recommend that you open a TASK Support ticket and discuss the change with the support team.  Then test carefully. Not just on the screen, but check reports, and paying off some of those old pledges, does this impact website….

     

    --Tom

    …

    718.724.8135

    tbrown@BAM.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lise Speidel
    Sent: Thursday, October 15, 2015 3:30 PM
    To: Thomas Brown <tbrown@bam.org>
    Subject: [Tessitura Development Forum] change GL Account for a Fund?

     

    Hi all- we have a new Dir of Finance here at Roundabout and he wishes a Fund, created in 2012, to be given a new GL Account number.  I am concerned as we have MANY pledges and gifts to this Board Capital Campaign Fund, and am not clear on the ramifications of doing this for him.

    Does anyone have any ideas on the long term ramifications (or short term) of a change like this?

    Would appreciate any feedback.

    Thanks,

    Lise



    --
    View this message online at
    This message was sent automatically to you by     www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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