Transfer from Other:Member funded to Other:Perpetual Education

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gmillard
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Joined: Wed Aug 12, 2015 2:26 pm

Transfer from Other:Member funded to Other:Perpetual Education

Postby gmillard » Wed Aug 12, 2015 2:35 pm

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
Community Administrator
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

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

Postby russellhltn » Wed Aug 12, 2015 2:54 pm

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.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

gmillard
New Member
Posts: 2
Joined: Wed Aug 12, 2015 2:26 pm

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

Postby gmillard » Wed Aug 12, 2015 3:35 pm

How do I do that?

lajackson
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Joined: Mon Mar 17, 2008 9:27 pm
Location: US

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

Postby lajackson » Wed Aug 12, 2015 3:40 pm

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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