Raiser's Edge GL and Workday

George Leventis

We are migrating away from Ellucian's Colleague to Workday as our ERP system.
Our current GL account numbers in Raiser's Edge are very different than Workday's GL account numbers.
We are exploring various ways to alter this information, but wanted to get the opinion of another organization.

If you are using Workday as your ERP, how do you handle the Raiser's Edge Post to GL reporting when sending information to Workday? As in, what process did you use to change all of your GL account numbers in Raiser's Edge before migrating to Workday's new format?

Thank you, in advance, for any help you can provide!
- George

Aaron Rothberg

Hi George-


I can answer the last part of your question "what process did you use to change all of your GL account numbers in Raiser's Edge before migrating to Workday's new format".


There are, unfortunately, no user end tools that can globally change your GL Account Numbers. Blackbaud has some internal tools to do this during a database migration, but short of paying for some custom engineering work you are going to have to update all Fund GL account numbers by hand. Sorry for the bad news.

George Leventis

There are, unfortunately, no user end tools that can globally change your GL Account Numbers. Blackbaud has some internal tools to do this during a database migration, but short of paying for some custom engineering work you are going to have to update all Fund GL account numbers by hand. Sorry for the bad news.

Hi Aaron,


Thank you for the response.

I believe we will be using Blackbaud to change the GL account numbers. That is a separate charge, but it doesn't appear to be too steep.


I'm hoping someone else has experience with Raiser's Edge and Workday at the same organization.

- George

Serena Livingston

I see this discussion is old, but wanted to chime in anyway. Our university just converted Finance to Workday. We are Posting to the GL in RE and then sending the file to Workday. Our IT folks build a "crosswalk" to change the GL numbers over for the interim. I'm thinking we may be able to do an export of GL numbers, and use VLOOKUP to revise them in Excel, then import them.


Another issue we are having is that the BBMS disbursements take out the credit card fees for each transaction. Workday is marvelous at bank reconciliation, but it won't be able to do it because the gift amounts are not the same as the bank deposit amounts.