Transfer from Other:Member funded to Other:Perpetual Education

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gmillard
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Joined: Wed Aug 12, 2015 3:26 pm

Transfer from Other:Member funded to Other:Perpetual Education

#1

Post by gmillard »

When tithing was processed, a member allocated an amount for Other (Specify), but did not write in the intended purpose. The amount was allocated to a general "other: member funded activity" account. I have since found out the member intended to have the money go to the Perpetual Education Fund, but when I tried to transfer the amount, I was unable to do so. I was only allowed to transfer to another Other: Member funded activity account. Do I need to write a check from the Ward, charging the Other:member funded activity account and process it with tithing for the Perpetual Education Fund?
russellhltn
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Re: Transfer from Other:Member funded to Other:Perpetual Education

#2

Post by russellhltn »

Rather than transfer, can you reclassify the donation? That would be cleaner if it can be done. In part because I think it would affect the tax status of the donation - something a transfer will not fix.
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gmillard
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Joined: Wed Aug 12, 2015 3:26 pm

Re: Transfer from Other:Member funded to Other:Perpetual Education

#3

Post by gmillard »

How do I do that?
lajackson
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Re: Transfer from Other:Member funded to Other:Perpetual Education

#4

Post by lajackson »

gmillard wrote:How do I do that?
Go to the donation batch. Call up the specific donation for this member. Change the category of the donation from the general other to the Perpetual Education Fund. Save.
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