Additional GLs attached to a Fund

Former Member
Former Member $organization

Hi All,

In addition to the 5 standard GLs associated with a Fund, is it possible to add additional GL fields?  The Nonrestricted and Restricted GLs only work for us when we are entering a new contribution for a future fiscal year.  When we are unrestricting the contribution, we have to manually edit the GL since we can't use the Nonrestricted GL at that time since the contribution has already been recognized when it was received. 

Thanks so much!

Mark

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  • Former Member
    Former Member $organization

    Hey Mark,

    Development guy here, and this is my first audit,  Working with our finance team and it seems like we have the same problem with releases/unrestricting.  Would you be willing to share some details on the workaround you've developed?  We're also considering changes to our chart which has been growing over the past few decades... so we're looking for examples of COA's that people are happy with for inspiration.  If that's y'all, I'd be curious to see how you have things laid out.

    Thanks

    Andy

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  • Former Member
    Former Member $organization

    Hey Mark,

    Development guy here, and this is my first audit,  Working with our finance team and it seems like we have the same problem with releases/unrestricting.  Would you be willing to share some details on the workaround you've developed?  We're also considering changes to our chart which has been growing over the past few decades... so we're looking for examples of COA's that people are happy with for inspiration.  If that's y'all, I'd be curious to see how you have things laid out.

    Thanks

    Andy

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