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  • Changing GL Code associated with RC

    We have changed the GL Code associated with an RC. It has worked for those RCs that were direct income, but I can't seem to change the GL for RC codes that are assessments. There used to be a screen where you could attach the GL code directly to the RC, but now it seems that only on the contact screen...
    Posted to Technical Support by Nlong on 5 May 2021
  • importing responsibility centers (centres)

    We have hundreds of designations. Thankfully there is an Import Designation utility. However, I understand that a responsibility center (RC) has to be created for each designation prior to import. Does this mean I will I have to manually enter each RC manually? Likewise, each Assessment Scheme has a...
    Posted to Technical Support by spschram on 17 Dec 2014
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