How do you change banks in Altru?
We're in the process of changing banks, what is the process to do this in Altru?
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Comments
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@Debbie McKenzie Hi Debbie! I moved this over to general discussion to get more answers. Thanks!
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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.2 -
@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.1
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