Hello community,
Our finance department has asked if it is at all possible to split contributions from an over all order transaction into it's own account.
Currently (for us anyway) if a patron purchases a ticket and makes a contribution, all the funds are deposited into the same account. The finance team need to manually transfer the contribution amount into another account which is both inefficient and has potential for errors.
Is there some way the finance team can split the contribution amount into it's own account?
Any feedback welcomed, even if it is obvious. :)
Thanks all!
Hi Aaron,
Are you really wanting the customer to only have one charge but the cash split and deposited into two different bank accounts? That would be great, so I hope you get good responses. Our solution has always been to do a monthly cash transfer using the Fund GL data to confirm the amount. Still pretty manual but at least it's not daily.
The only other option I can think of would require two payment methods which means two charges to your patron. Our team found multiple charges often confused our customers so we don't do it.
Hope that helps!
Sarah