Integrated GL Options

re: Integrated GL Options

Troy Wolbrink — Fri, 30 Jan 2015 18:48:26 GMT

@mukmaina, this is a great question on the forums. Please provide more details and context.

re: Integrated GL Options

mukmaina — Tue, 20 Jan 2015 16:37:48 GMT

How do you link Donorwise to Solomon (Dynamics)? When you have posted on Donorwise but transaction is reflected on GL, what could be the problem? I can be reached at mukmaina@yahoo.com

re: Integrated GL Options

Troy Wolbrink — Mon, 29 Sep 2014 19:07:51 GMT

To add to what Jeff said, check out: www.tntware.com/.../when-my-fiscal-year-starts-in-january-why-is-donorwise-posting-into-the-next-year-with-dyanmics-sl-solomon.aspx

re: Integrated GL Options

Jeff Borod — Mon, 15 Sep 2014 18:42:17 GMT

To edit my post on Mon, Sep 15 2014 9:41 AM:

...needs to be set to "Beginning of" Fiscal Year... NOT "End of" Fiscal Year.

re: Integrated GL Options

Jeff Borod — Mon, 15 Sep 2014 14:41:11 GMT

For the Solomon (Dynamics) General Ledger Integration:

When the fiscal year coincides with the calendar year, the General Ledger Setup in Solomon (Dynamics) needs to be set to "End of" Fiscal Year, otherwise, the "fiscalyeardiff" property in DonorWise will be initialized to "12" instead of "0".

re: Integrated GL Options

Troy Wolbrink — Sat, 12 Oct 2013 00:55:02 GMT

You may have designations referring to the old GL accounts. After you add the new account, make sure no designations refer to the old account before you try to delete it.

re: Integrated GL Options

Kelly Baker — Thu, 25 Jul 2013 20:26:55 GMT

How can I edit GL accounts? I am reorganizing our accounting system, and am manually entering DW batches into our GL (Quickbooks). I would like to change the name of some of the income accounts (and delete, eventually), but DW gives me an error when trying to do so.

re: Integrated GL Options

Troy Wolbrink — Fri, 10 Aug 2012 16:30:37 GMT

DonorWise isn't meant to be a general ledger accounting system. It's designed to track incoming donations, receipt the donor, and then create a journal batch that can be exported to a general ledger system. This journal batch will properly credit each staff/project subaccount, and optionally charge assessments. DonorWise can integrate with any accounting system. But it has specific support for Microsoft Dynamics SL (Solomon). It also has a plug-in model so that 3rd programmers can add specific support for other accounting systems. For a big picture summary of how these systems fit together: www.tntware.com/.../346.aspx

re: Integrated GL Options

Clare — Sun, 05 Aug 2012 04:44:17 GMT

Would like to clarify General ledger designed with DonorWise? Or need to have another software for General ledger, then making integration between software and DonorWise?

Thanks your advice!