Revision to Chart of Accounts

Joseph Galvin
Joseph Galvin
Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified
in Blackbaud Financial Edge NXT® General Discussions

We are in need to change our entire chart of accounts. We are currently using FE and FENXT and looking for advice and feedback on how other users accomplished this, including best methods to update default distributions, fixed assets, billing charges, and other data. Any advice, suggestions, and information resources would be appreciated. Thank you.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Joseph Galvin
    you're best bet before doing anything that can't be undone is to work with a consultant so they can look over what you have, see what you need and then make a decision if you can achieve that with a simple change or if you need a whole new setup. If you check with your Account Rep, they should be able to get your pricing on that.

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