Hello all,
Our org is trying to figure out a way for Tess to atomize our GL-Codes for contributions and allow it to run a report our finance team can download in excel to run it through Financial Edge. Has anyone else done this? Does anyone have any tips around this new way of coding for us?
GLs are configured in Campaigns -> References -> GL Accounts, and are attached to transactional vehicles via Ticketing Setup -> Performances -> Price Types, Campaigns -> References -> Funds, Ticketing Setup -> Fees, and Campaigns -> References -> Payment Methods. You can generate an Excel file after posting by using the GL Summary Report and saving as in Excel format.