Intraunit fund transfers

3 postsstarted by Huzzey 745 viewsoriginal topic

New Member
#1
The Young Women's program was incorrectly charged for some Young Men's expenses. The Bishop would like to transfer funds from the Young Men's subcategory to the Young Women's subcategory. How do I do that? Thanks!
Senior Member
#2
Huzzey wrote:The Young Women's program was incorrectly charged for some Young Men's expenses. The Bishop would like to transfer funds from the Young Men's subcategory to the Young Women's subcategory. How do I do that? Thanks!
Find the incorrect expense using View/Update Expenses, click on the Reference Number to view the expense and then just change the category. This will effectively create a transfer between the YW subcategory and the YM subcategory.
New Member
#3
Thank you!