Ceres GL Question for Food Bankers

Robin Evans 3

Are there any food banks on the boards that are using Ceres as their GL?  If yes, I would love to talk to you about how your organization set-up your GL codes and if you are using the Department, Program, and Grant dimensions of Ceres. 


No GL codes were ever set-up in RE and there has been very little (okay almost none) reconciliation between the GL and Raiser’s Edge for a number years.  We want to change this beginning in the new fiscal year.  Finance has gone over the gl codes and is adding the dimension elements.  This means that our gl codes will look something like this: 4016-philan-dirmail-gen.


I’m still trying to wrap my head around the change and what that will mean for those responsible for the posting and reporting of gifts.  Every example I’ve ever seen of gl numbers they are numbers only and do not include letters.  Because of this I don’t think I’m going to be able to a lot of canned RE report.  I’m happy to create custom Crystal Reports, but I’m not seeing where/if I can export gl codes with gifts.


Any thoughts anyone has will be most appreciated.  Thanks.

 

Robin Evans 3

 

Replying to myself, found where to export gl numbers right after committing the previous post.  Would still be interested in hearing the pros/cons of working with a Ceres gl from other food bankers if they are out there.

Susan Chomsky

Robin Evans:

 

Replying to myself, found where to export gl numbers right after committing the previous post.  Would still be interested in hearing the pros/cons of working with a Ceres gl from other food bankers if they are out there.

Hi Robin, 

Here at Forgotten Harvest in SE Michigan we use Ceres and RE. The GL Codes are our "Funds"  the Program is the "Appeal" and the Dimensions are the "Package".  For reporting we run the Financial Report > Gift Summary and Detail Report and include the Appeal and Package on the detail page.