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How do you change banks in Altru?

Debbie McKenzie

We're in the process of changing banks, what is the process to do this in Altru?

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Comments

Crystal Bruce

@Debbie McKenzie Hi Debbie! I moved this over to general discussion to get more answers. Thanks!

Lisa Saneda

Hi Debbie. We just finished doing this. Go to the Treasury tab, then Manage Bank Accounts. You can add the new one with all the details and delete the old one. I would wait a week prior to deleting the old one just in case something slips through.

Make sure all of your on-line accounts are updated including online giving platforms like Cybergrants, Network for Good, etc. Also, any vendors you may have that do direct deposits.

Debbie McKenzie

@Lisa Saneda
Thanks Lisa! We made the changes yesterday, including updating the GL mapping (the transition was done slowly, updating Altru was the last piece). All is looking good.