On-Account Money from Individual to Household

If the money is to be applied on the now existing HH record, but currently resides on the individual affiliated record, then you will want to perform the HH operation of “Move Transactions to Household.” This will move all transactions from the Individual record to the HH record.

Does that help?

We have on-account money under development that was placed on an individuals account. Someone merged two accounts to create a Household account but now are Development Department can not access the money due to the individual account being under the household. How do I get to this money so that it is in the right place and can be applied?

Thanks!

Megan Nolte

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If the money is to be applied on the now existing HH record, but currently resides on the individual affiliated record, then you will want to perform the HH operation of “Move Transactions to Household.” This will move all transactions from the Individual record to the HH record.

Does that help?

We have on-account money under development that was placed on an individuals account. Someone merged two accounts to create a Household account but now are Development Department can not access the money due to the individual account being under the household. How do I get to this money so that it is in the right place and can be applied?

Thanks!

Megan Nolte

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!