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Transfer from Other:Member funded to Other:Perpetual Education
Posted: Wed Aug 12, 2015 3:35 pm
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?
Re: Transfer from Other:Member funded to Other:Perpetual Education
Posted: Wed Aug 12, 2015 3:54 pm
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.
Re: Transfer from Other:Member funded to Other:Perpetual Education
Posted: Wed Aug 12, 2015 4:35 pm
by gmillard
How do I do that?
Re: Transfer from Other:Member funded to Other:Perpetual Education
Posted: Wed Aug 12, 2015 4:40 pm
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.