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Check every Bloomerang fund maps to a usable Business Central account
For nonprofit finance teams who want to catch broken fund to G/L mappings before gift posting fails, by asking their AI assistant.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
The problem
Broken fund mappings show up when gifts fail to post
Every Bloomerang fund carries a GL class that should point at a real Business Central account, but accounts get blocked, renumbered or turned into headings. You find out when gifts fail to post, and checking by hand is slow.
Without PopdockAI
- List active funds and their GL class
- Look each up in the Business Central chart of accounts
- Check blocked and direct posting settings
- Find the broken ones when posting fails
With PopdockAI
- Every active fund and its GL class are read
- Each is looked up as a G/L account, then as a dimension value
- Each fund is rated OK, blocked, no direct posting, missing or not found
- Numbers are compared exactly, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Check that each active Bloomerang fund maps to a usable Business Central G/L account through its general ledger class, in Business Central company `{company}` (blank means the connector's default company).
**Step 1: Read the funds (Bloomerang)**
Call `bloomerang-get-fund` with `active` set to true. For each fund keep `id`, `name` and `general-ledger-class`.
**Step 2: Resolve each GL class (Business Central)**
For each fund with a non-blank `general-ledger-class`, call `business-central-get-account` with `account-number` set to that value. Pass `{company}` as `company` on every Business Central call; omit `company` when it is blank.
If no account comes back, the GL class may be a dimension code rather than an account number. Call `business-central-get-dimension-value` with `code` set to the same value, and record whether it matched a dimension value instead.
**Step 3: Report**
A table with one row per fund: fund name, GL class, matched account number and name, account type, blocked, direct posting, and a verdict:
* **OK** - matches a G/L account that is not blocked and allows direct posting
* **Blocked** - matches a blocked account
* **No direct posting** - matches an account with direct posting off (a heading or total account)
* **Dimension, not account** - matched a dimension value only
* **Missing** - GL class is blank
* **Not found** - matches nothing in Business Central
End with a count per verdict and the list of funds that need fixing.
**Rules & Guidelines:**
* `bloomerang-get-fund` is on the bloomerang server. `business-central-get-account` and `business-central-get-dimension-value` are on the business-central server.
* This prompt is read-only. Do NOT call `bloomerang-update-fund`, `business-central-create-journal` or `business-central-create-journal-line`, or any other create, update or add tool on either server.
**Validation:**
* If Bloomerang returns no active funds, say so and stop.
* Compare account numbers exactly as text after trimming spaces. Do not strip leading zeros or guess a near match; list a near match (for example `4000` against `40000`) as Not found with a note.
* If the Business Central call fails for the company, report the error and stop rather than marking every fund Not found.Who it's for
One answer, three teams that use it
Nonprofit accountants
Post gifts without surprises
Funds mapped to blocked or missing accounts are found before the month's gifts are posted.
Check our active Bloomerang funds against G/L accounts in Business Central company CRONUS.
Finance directors
Check mappings after a chart change
After renumbering accounts, see which funds now point at the wrong place.
Which Bloomerang funds map to Business Central accounts that are blocked or headings?
Database administrators
Fix near misses with confidence
Exact matching flags near misses like 4000 against 40000 with a note, so you fix the right value.
List Bloomerang funds whose GL class does not match any Business Central account.
How it works
What PopdockAI does when you ask
You optionally name a Business Central company and your AI assistant checks every active Bloomerang fund mapping. If Business Central fails, it stops rather than mark every fund missing.
01
Ask
You optionally name a Business Central company.
02
Read
It reads every active Bloomerang fund and its GL class.
03
Match
It looks up each as a G/L account, then as a dimension value.
04
Report
You get a verdict per fund and the ones to fix, with nothing changed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.
bloomerang-get-fund
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Fund mappings fixed before gift posting fails
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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