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Globally change GL Debit account number

JoAnn Strommen

We have switched to a new bank and I have been asked by CFO if there is a way to globally change the GL Debit account number for cash gift types. It would be changing the 6 digit portion to a different 6 digit number.
It's not possible thru global change. Anyone else changed banks or needed to make this type of change on all your funds? Is there another option besides manual or paid BB service. I've given those two options to CFO.

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Comments

Alex Wong

@JoAnn Strommen
your 2 options are it. There isn't any import/global change method on GL distribution of fund record nor API that can be utilized.

Tatyana Leifman

@JoAnn Strommen No, no way to do it globally. I had to do it twice in ~4 years (we switched banks and then switched banks again). I created a fund query that looked at funds that had gifts coded to them this week and included the old GL, and manually update the GL on them. I've run this query regularly before posting to FE. That way, the number of funds is not overwhelming each time I run the query, though it will take a while to get through all the funds as gifts come in for them.

JoAnn Strommen

@Tatyana Leifman Thank you so much for your post. I created the query with filter to the 6-digit cash # we need to change and met with CFO. Not a global change but definitely a good workaround for now.

Stu Manewith

@JoAnn Strommen Omatic Software has a tool that can be used to globally change the data in your RE Fund GL Distribution grids. If this would be helpful, please contact Omatic at integrate@omaticsoftware.com.

Alex Wong

@Stu Manewith
Thanks for this info. I was not aware Omatic has something for this.

Rather than reaching out to a generic email address, I would like to reach out to our account rep directly. Can you tell me the name of this tool so I can reference it.

Stu Manewith

@Alex Wong – I just replied to you in more detail, offline. Regards,

Stu