Updating GL account numbers in RE

Hi! Has anyone changed banks and created new GL accounts in FE for the new bank and then updated the fund gl codes in RE? I know how to do this using copy and paste - just looking for an easy way. There is no global change option however there is a plug-in within RE. The plug-in updates the gl code of posted transactions. Has anyone used this plug-in in RE? I don't know if it does what I think it does.

Comments

  • @Angela Tuttle Omatic Software has a tool that does exactly this: it automates updating your RE Fund GL Distribution data based on a template that is provided as part of the toolset. Please reach out to info@omaticsoftware.com or contact me directly for further information. All the best,

    Stu Manewith


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