Our Finance Dept will soon be converting to a new software program and in the process we will taking a look at the current chart of accounts. We have already been told to expect a major overhaul.
I am less concerned about the time involved in re creating the process and more concerned about how these changes will affect the ongoing/previous practices within the database itself.
I am sure this is not uncommon. I was asked to submit to the network.
What would happen in Tessitura if a gl number was changed mid year for funds already associated with campaigns or for payment methods currently created/used? Does it make sense to we continue using the current structure and phase in the new process as new campaigns are created?
I'd like to expand on this a bit and ask if in the case of a fund with payment schedules attached would it be wise to rename that fund, inactivate it and let those payments be carried out as they were (assuming finance is ok with that) and at the same time create a new fund with the new GL structure for any new gifts/pledges?
Cheers!