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I was wondering if there is an time efficient way to change the addressee/salutation in all of the records. We have around 10,000. At my organization, we have the primary addressee as Mr. & Mrs. John Smith but we want to change them all to Mary & John Smith and change the primary salutation from Mr. & Mrs. Smith to Mary & John. I'm thinking I will have to segment lists and do global changes. Thank you for any help you can provide.
For “year end” statements, are you of the opinion not to call them tax statements as we are not implying if a donation is tax deductible or not
I ‘ve been using Financial Edge NXT and posting a lot of journal entries. In the process, there are some errors or mistakes so we need to UNpost and delete the Journal entries. However, FE NXT doesn’t have UNPOST / Edit or delete the wrong journal entries so far. These situations have created really messy general ledger detail and they look really horrible. Is there any way I can delete the posted journal entries/ unpost or edit later on?
Any help or advice would be greatly appreciated.
What is the best practice when an Organization, is setup as a business, the owner sells, and the same owner starts a Foundation? Do you setup a have a new organization for the Foundation?
This might be a good question to ask in the Organizational Best Practices community
This particular post you've commented on is 5 years old and not very visible to someone who might be able to answer your question here in community.